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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.

original idea: https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/17004565-dynamic-date-slicer

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sdjensen shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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!

79 comments

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  • sdjensen commented  ·   ·  Flag as inappropriate

    This must be a very hard feature to implement - it's been PLANNED for almost 2 years now?

  • Judy Blackshear commented  ·   ·  Flag as inappropriate

    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.

  • Damon commented  ·   ·  Flag as inappropriate

    Looking to be able to set the begin and end dates of a Between date slicer with column or measure values.

  • Cherie commented  ·   ·  Flag as inappropriate

    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.

  • David Anstee commented  ·   ·  Flag as inappropriate

    I would like to see relative Date Filters based on Quarter, e.g. This Quarter, Last X Quarters, Next Quarter, Next X Quarters etc.

  • Christopher commented  ·   ·  Flag as inappropriate

    I'd like to be able to filter for quarters, including:
    This quarter (QTD)
    Last # quarters
    QTD plus previous # quarters

  • Stuart commented  ·   ·  Flag as inappropriate

    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.

  • MB commented  ·   ·  Flag as inappropriate

    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).

  • trinka commented  ·   ·  Flag as inappropriate

    I'd like to be able to filter for quarters, including:
    This quarter (QTD)
    Last # quarters
    QTD plus previous # quarters

  • Chris99 commented  ·   ·  Flag as inappropriate

    Can you also add support for fiscal date slicing? This is pretty fundamental in the corporate world.

  • Ismael Texidor commented  ·   ·  Flag as inappropriate

    Is there a way to start from the first of the month when selecting "Last" in the relative date slicer instead of the same day as today?

    Example:
    Today is SEP 16, 2018
    Selection = "Last 1 Year"
    Desired output = Dates start from "Sep 1, 2017" instead of "Sep 16, 2017".

  • James commented  ·   ·  Flag as inappropriate

    Should add a function in the relative date slicer to have a non continuous date range like comparing months/quarters on a YoY basis

  • Anonymous commented  ·   ·  Flag as inappropriate

    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.

  • Amirreza commented  ·   ·  Flag as inappropriate

    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.

  • Neil Tavares commented  ·   ·  Flag as inappropriate

    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.

  • Anonymous commented  ·   ·  Flag as inappropriate

    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..)

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