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 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!
Please pay attention to this. I can't understand how Power BI can be developed so rapidly but something so basic can be ignored. Just add every feature you can possibly think of, allow us to turn on/off the features we need and we'll be happy!
- Select one or more months/years/quarters
- Have the current month, year, or quarter displayed by deafault without having to see "this" "calendar year"
- Just more options in general. Our users want to explore our data via a range of dates, being able to select "last/this/next 1 day" is all well and good, but why isn't it easy to select all of august 2016 without entering text for example
Dominic Locas commented
Please allow for setting a fiscal year
Mads Berge-Lind commented
It would be great to be able to set a range that is dynamic for both start and end, e.g. +/- 3 months, +3 to +18 months, etc.
I wouldn't mind a simple Yesterday in the relative date slicer.
Jack Wells commented
Can we have the ability to select the baseline for YTD/QTD etc. A lot of companies don't start their financial year in January.
Is there any current ability to have BI filter automatically by "Recent 12 Weeks" without having to change the filter every time like this post mentions with the need for dynamic date selection?
If not, I would certainly like to see this type of option rolled into the need for a Dynamic Date Slicer. To select Recent Weeks or Months that may not fall into the normal ranges like MTD.
This would basically run like selecting "Last Week" through "-12 weeks from this week". Anything in that manner would be huge for my reporting.
Currently we run Snapshots on our data and we need the ability to have the relative date slicer to default to the last date snapshot date that is available.
Would be an awesome addon, nearly all reports Im developing would benefit from this.
Chayan Upadhyay commented
Relative slicer which can only provide option for Future days, as of now it gives the functionality for Last and This as well as it gives the option to Select Days, Weeks etc.
But if it restricts to select only future days.
I already logged question for the same, if there is any solution to achieve this then please do reply. PFB the URL:
To do YTD. Use two relative time visual filters.
First one relative filters 'this year' (ex: jan-dec 2017). Then a second second filter that filters the relative previous 12 months (September 2016-September 2017). The intersection is YTD January 2017-September 2017.
Would be great if the report consumer could have 1 date slicer that can switch between relative and the sliding date slicer in a live report...this would be more user friendly because it could be defaulted to relative for live data but if someone wanted to see a range of dates or specific dates we wouldn't have to add a second slicer and they wouldn't have to open up the relative date slicer with so much data they don't really need they could just flip back and forth.
I think that there is also an important distinction between the actual date and the date that data was last updated in power BI that the current date filtering/slicing doesn't deal with.
What I mean by this is that sometimes one would want to filter date dynamically based on the last date available in the data... N.B. this is different to current date for anyone not privileged enough to have robust daily/quicker updates.
For example... one table of mine consists of historical stock level data where each product has a stock level for each 'as-at-date'. I am often away from the office for a few days at a time, and unfortunately due to server limitations I need to be on premises to update my data. In the mean time it is very useful to analyse based on what the latest info is. Doing this currently means that I will often need to go into my various reports to manually adjust the 'as-at-date' being used to be sure that I am using the latest data.
Kelly Dittmar commented
While working thru this - is there a reason the date slicer does not include an option for a single day? There is a between option - and before and after options - but not an "On Date" option. This would be exceedingly helpful to my reporting at this moment.
Gillian Watson commented
Would be very useful to have a relative date filter where it is Plus AND Minus a certain time period around todays date. Ie from 2 weeks ago to 2 weeks time.
Would also be helpful to have a "from today until X Date" option to show remainder of the year/month/etc.
We need YTD, QTD, MTD so from Jan 1 to today. We need these to also be flexible for fiscal dates that don't start on the 1st. This is a huge need.
Andy Wilbourn commented
The time calculations should also include accounting calendars like 4-4-5 and not assume a calendar year calendar. It would seem that common accounting calendars should be set in the tool and we choose the one we need based on our accounting implementation. Having things built within the tool has a higher chance it will work efficiently as there are a lot of smart people who work on the project. We find our calculations that we created seem to work, but feel slow.
John S commented
Any "YTD/MTD" is of marginal usefulness unless the START date can actually be set. Is that Fiscal YTD, Calendar YTD, or School Year YTD??
MTD is not as much need, although some folks DO set the start of their Fiscal Month other than the First. Just not very common.