on 18 May 2017 19:35:34
This is a repost of my idea that was closed as completed, but the 'relative date slicer doesn't allow any of the described request hence my idea is not implemented....
The new date slicer is awesome, but it would be so nice if you could set a dynamic date selection instead of a static. With a static filter the user will always have to set the dates before the saved report makes sense - especially as the report gets older.
Dynamic options could be
YTD, QTD, MTD, WTD, Today, This Year, This Quarter, This Month, This Week and so on.
original idea: https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/17004565-dynamic-date-slicer
Administrator on 16 Jun 2017 23:57:11
The relative date slicer (a Preview feature as of June '17) gets us close to this with the 'This Month' or 'This Year' settings. That is a dynamic date selection that updates based on the current system date. We plan to add a 'YTD'/'MTD' option to specifically select a range from the start of the month/year up to today, hopefully that'll address the remaining requirements!
- Comments (89)
RE: Dynamic Date Slicer (improve relative date slicer)
I love the relative date slicer, which auto updates once set. However if we need to show "in this month" "last year" we cannot do that. I wish MS PBI can add in this month and then last year or in this day last year, or in this month last "#" years, so user can enter 1 for last year, 2 for 2 years back, or in this month in this year and user can enter -1 for last year, etc.
RE: Dynamic Date Slicer (improve relative date slicer)
This must be required - atleast to configure the options for week start etc.
RE: Dynamic Date Slicer (improve relative date slicer)
This would be very nice to have.
Even better if we would also be able to have some sort of dynamic offset. E.g. if I select a week a KPI comparison between week and week -1, if month is selected a KPI comparison between month and month -1 etc.
RE: Dynamic Date Slicer (improve relative date slicer)
I want to add my vote to the request to allow changing from Relative to Between and back.
I was very proud of the report I built that allowed the users to choose between "Selected Period" (between), "Year to Date", and "Rolling 12 Month". But then I discovered that selection is only available to me in desktop mode. I was really hoping that each user could set their preferred way of working in the same standard report.
I have a CFO, a COO, and a couple of other execs who need to see the same data aggregated somewhat differently and I'm 95% there but can't quite deliver.
RE: Dynamic Date Slicer (improve relative date slicer)
Looking to be able to set the begin and end dates of a Between date slicer with column or measure values.
RE: Dynamic Date Slicer (improve relative date slicer)
I am not sure if this will affect the relative date filter or not but if so, please add an AND/OR option to the relative date filter. This comes up all the time with my users. They want to see 8 weeks in the past and all future dates for an order file as an example. They use the relative date a lot on graphs for dashboards where you want to see where we have been at the same time where we are going which we are currently not able to do with a relative date filter.
RE: Dynamic Date Slicer (improve relative date slicer)
I would like to see relative Date Filters based on Quarter, e.g. This Quarter, Last X Quarters, Next Quarter, Next X Quarters etc.
RE: Dynamic Date Slicer (improve relative date slicer)
I'd like to be able to filter for quarters, including:
This quarter (QTD)
Last # quarters
QTD plus previous # quarters
RE: Dynamic Date Slicer (improve relative date slicer)
Would also be great to be able to select historical and future dates at the same time.
would be useful when looking at overdue items and items about to become overdue.
RE: Dynamic Date Slicer (improve relative date slicer)
Please allow the option for the end-user to also select an anchor date. We have use cases where user might want to see performance of 2 prior quarters to say Mar 31st ... if the date filter is of relative type - there is no way the end-use can do that. Besides adding YTD/MTD, etc. please also let the end-user select the anchor date (just as a report author can right now).