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!
Should add a function in the relative date slicer to have a non continuous date range like comparing months/quarters on a YoY basis
The planned fix won't satisfy all requirements. Agree it should be dynamic, but you should be able to set a range...i.e. Relative date is based on data or a set time/date, then show prior 3 month and future 9 months or similar. As data is updated each month, the charts will dynamically shift to show the next window of time.
Before going ahead with this idea, I think it is important to add a slicer format for TimeOfDay. I find it very puzzling why a slicer for date has been implemented for so long but to filter your reports by hours/minutes/seconds of a day is still not available.
how to scroll the year values in the date range slicer
Neil Tavares commented
In addition to "Last" "1" "Days" it would be great to have the option to select the "most recent" date in the database. I have the situation where my data auto refreshes, but when that doesn't work, I would like to display the most recently fetched data based on the fetch date. Using Last 1 Days shows today's date's data, which then gives no results if the automatic refresh did not occur.
James Ward commented
Hi Will, it would be nice if the slicer could accommodate fiscal year slicing.
Any update on when this will be completed?
Please allow us to use DAX in the properties to specify our begin and end dates. Also, please allow the user to click on a relative date slicer and specify their OWN begin and end dates. Currently if we use a relative date slicer and the user decides they need to view the data with a different begin and end date...that is not possible.
If we show last 6 months and the user decides they really want to see a 9 month window, but starting 3 months ago, that is not possible. They can't just click the filter and pick 1/1/2017 through 9/1/2017. They would have to key in last 24 months or similar to move back that far and they would have far more data displayed than desired (which throws off averages, etc..)
Please add Quarter To Date
Paul Chapman commented
I'd love the relative date filter to allow me to specify Is Before Today Minus 60 days. Or even "Is NOT This Month"
Rebecca H commented
Completely agree the dynamic Date filtering needs improving. Its so close to what we need yet so far!
Enabling the AND & OR option in"Relative Date filtering" like there is for 'Advanced Filtering' would be another way to provide more flexibility to help achieve more dynamic filtering options.
E.g. in "The last 6 Calendar Months" AND in "This Calendar Month".
"In the last 2 months" AND "In this month" AND "In the next 2 Months"
Having two different date slicers in one report is a bad idea.
So. Could it be possible to add the possibility to choose date range manually in dynamic date slicer? Dynamic date slicer is good for keeping the report "refreshed", but sometimes we want to explore the data with specific date range.
Good morning, May I suggest bringing out the anchor date functionality to the filter of the visual? Instead of visualizations - where it's only available for advanced user. Or making it so that a variable can be used to set the anchor date - which would also be ideal.
Thank you! Great job!
I haven't read all the comments so this may have been discussed, but I have also really appreciated the relative date option.
I would however love an enhancement, which should be simple, to allow the negative of the statement as well.
Not in the xxxx.
I.e. I want to exclude all new products in my analysis. So not with a date first sold in the last 3 months.
On the Before option can we have Before "Today" and maybe make the slicer stackable? For example date is between 01/01/2018 and "Today" or This year before "today".
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.
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.