Dynamic Date Slicer (improve relative date slicer)
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.
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!
Could we please have an additional option for This/Next/Last Quarter?
Curtis Ramirez commented
Filtering by Quarter is definitely needed feature. If we could also include the ability to exclude relative dates that would be great.
Can you please include an option to indicate the start day of weeks as well? Currently in the slicer, the weeks are always starting on Sundays. But according to the ISO standard, weeks start on Mondays.
Ivan Bondarenko commented
New slicer is awesome, it handles many scenarios, but not everything, unfortunately.
When it is saved in "relative" mode (preferable for us), user can't change it back to "between", so cannot select "3 months ago", "2 years ago" etc. I don't think it is possible to cover all required "relative periods", so would be great to give users an option to switch it back to "between" mode.
Jenny Fahlstedt commented
I like the relative date slicer and have used it quite a lot. I miss (at least) one option - filter for last X years including this year (and the same for the day/week/month).
Using the relative date filter is nice, however it's not really useful until you present the option for the end user to alter the reference date.
If I set the relative date filter to "Last 1 Days" and turn "Include today" Off in the Format pane I expect to get the figures for Yesterday. However If I would like to see the figures for another historical day, I am unable to do so without changing to another kind of date slicer, and that is not possible if I'm only a report consumer not working in PBI Desktop.
Todd Chittenden commented
Need a pre-defined slice for Yesterday, and possible some way to exclude today.
Last ... 1 ... Days gets you today. To me, today is day 0, and last 1 day would be yesterday. To get to Yesterday I have to select Last ... 2 ... Days, but that INCLUDES today.
Need a way to slice for Weeks as well.
Maybe choices for "Calendar Week (Sun. start)" and "Calendar Week (Mon start)"
Quarter is definitely needed. Quarter is mandatory for our analysis !
The addition of Quarter is important and has been lacking.
Where is this? Been in preview since June??
Claudine Malzkorn commented
Any update here? The last one is 6 months old ...
It would be nice to have the date/time stamp after separating be available for a slicer as well. I have several reports that need to be sliced in quarters of the shift (say 7 to 3:30) and as you can separate the date/time - when slicing the time, it just shows up as a date/time. The end result would allow the developer to use the relative date then slice the time accordingly.
I would also like an option to choose dates more than one month ago (X days/months). Some of our transactions "expire" after a certain time, meaning that their status should have changed after a month. Filtering the data to show a certain status with more than one month since the status change would be very helpful.
Would it be possible to set multiple time frame views on one chart, for example when we have 4 years history plus details of current year (I. E. 2013 - 2017) show 2013, 2014, 2015, 2016 as single years and the months of 2017 -Jan, Feb, Mar, ..., Nov-?
I believe it would be great.
It works perfect with excel pivot tables
I have found the relative date is missing the option to state "Is In the Last and Current" "X #" "Calendar Months". If I select "Is in the last" "X #" "Months" it includes the current month activity which I want but it also shows a partial month for the first month listed for those remaining days in the current month. If I select "Calendar Month" instead of "Month" I do not see current month activity. The typical use for this is a column chart where the user wants to see the last 12 months including the current month as one of the 12 months but the other 11 should be complete months and the user can see the current month building as we work through the month. Maybe I am missing something to make this work as is.
Richard Verheijen commented
Can you add an option for YTD + x calender years? Would be awesome!
Scott A commented
Last X hours!!! We need TIME, not just days/months/years.
Would be ideal if we could just code our own defaults in DAX ;)
Could we have a relative format on Week Nr and Month Nr? This will allow us to select automatically the same WeekNr or MonthNr no matter is the year.
Could we adapt when a week start? Today by default this is Sunday. Here a week starts on Monday!