Default Selected Slicer or Tile-By Value Configuration
Allow a user to set the default value for a slicer or tile-by value on a page/dashboard, so that when the Power View page is opened for the first time, the default value is selected.
eg. If the page has a slicer for Year or Month, allow the user to configure the most recent Year or Month to be selected by default.
We’re looking into this request, thanks for everyone’s votes and comments.
It looks like many of the requests will be addressed by the new ‘Sticky filters’ capability. Now when you log out of Power BI and come back to a report, the same items will be selected as when you left.
For those who’re looking to have a ‘last month’ selection, the relative date slicer might help.
Those with comments about currencies where having multiple selected makes the report meaningless – the report will load with whatever selection the author saved, so if you save it with one currency selected your users will see that by default.
If there are scenarios that these features don’t address, please let us know in your comments – if you are really specific it’ll help us build the feature to work just the way you want!
John Flipse commented
As an example our users are looking for the date slicer to default to the current month such that the first date of the date range is month start. The relative date slicer does not quite fit the bill (so far as I can tell), unless it could be modified to add an option to go back relative to the current date to the start of the current month.
Ron Hirsch commented
The need to set default selections programmatically is very important and fundamental. I'm surprised this has been an open request for over two years.
Bill Brennum commented
This is a very important add for PowerBI especially when concerning having date set to current on refreshing the dashboard.
Swathi Kanagala commented
Looking for an option where the users can make any of their slicer selections as their default selection through a button and every time they log in, slicers should be applied with defaulted values which were opted by the user. Example User has accessed the report and made a selection criteria in the few or all slicers and click a button as "Save my Preferences" when they access the report n number of times later the slicers in the report should be applied with the values which user has saved as their preference until unless they make other selection and hit "Save my Preferences" option which replaces previous selection with new slicer selection.
pre-selecting a value does not always make sense, especially when using row-level security. What would be extremely helpfull is a setting that ensures the first available value in the filter is selected and users are not able to unselect all or select multiple. This way you ensure that only 1 value is selected at all times.
I need to be able to set the default slicer value based on a condition
I need to have a forced slicer selection to show accurate FTE figures. if you have 2 people working in a department in January, nobody gets hired, then it really should not show 24 people if the user doesn't make any month selection.
I have RLS on most of my models and using Direct-queries, I need to set a default value for one of the slicer for better performance and also I need the flexibility for the user to select another value from the list of available values in the drop-down.
This is very critical for us
Phil Spokas commented
Critical if a report with a slicer is being emailed. A date slicer with multiple values doesn't have a valid selection when a report is emailed. My alternative seems to be a version of the report that sets the filter based on DAX which isn't going to be too useful when the report is viewed interactively and the user wants to select a different date.
I have a date table that allows the user to filter by Day, Week, Month, Quarter, Year.
I have another slicer that gets filtered by the previous one (shows the last 30 days, or the last 13 months...), and I need to have the last day/week/month/quarter/year selected by default.
- I select Monthly from my main slicer
- my secondary slicer shows me all the months between September 2017 and September 2018
-> I need September 2018 to be selected by default (current month).
we need to be able to set a default value on report execution and the ability to change the default value using slicers
There are definitely scenarios where your suggestions are not good enough.
-) for arge datasets the force a first single select (or default by expression) value is required (in our scenario we just get an out of memory exception
-) in scenarios where I want a default (especially in Time) which is not the most current day
-) in scenarios with Row Level Security where not everyone sees all elelemts (there especially and force first element selection like in Report Server with Item(0) or so)
I am sure there are other scenariois.
I consider https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/11509449-slicer-mandatory-selection-property part of this request.
For currency selection - Force a single selection. Change the visual from checkbox (which indicates multi select to end users) to radio buttons (which indicates single select to end users).
For dates - option to default to today with ability to select another date. Prefer this over the relative time option which is too clunky atm.
Please allow a default slicer, particularly for dates. I would like for my slicer to be defaulted at yesterday's date, and at the same time, allow the user to select a 3+ year date range.
single selection of slicer is must required, with that maximum no. selection also should be configurable, it will be added advantage.
We need a slicer to default to the first available value it can find. This is necessary when deploying a report to hundreds of customers with row level security on the dataset
I just need the most recent date selected on refresh. It looks like...yes I can probably create a work around using measures and a second filter. But that option is lengthy and just confuses users. Please just make this a simple option.
Also, no - relative filters aren't appealing to my users.
Dennis Yost commented
We need a slicer that can be adjusted to the logged-in person. We are deploying power BI to many customers each with different default requirements. What is available for one customers may not be a selection for another. There is no one selection that meets all customer requirements. Need to default to at least one valid selection for the customer coming into the power bi workbook. "All" is not an option since the data set is two large and also cause an error.
Admin you are missing the point , i think what most of us want here (at least what i want) is to have a filter prompt before data is displayed on a page. I need the filter to require a selection before any data can be displayed on that page. I hope you understand
Sharan Wicks commented
Hi Will - one of the scenarios is where you want the default to be set to a value of a measure. In my case, we have a custom calendar and, for most of the reports we need to default to the end of last period (which is a measure). Ideally I want a Before date slicer where I can set the end date to default to the value of this measure. The user should be able to select another date if they choose but I want the default to be in place.
I can't use the relative filter since my calendar is custom (4-4-5) so I'm using multiple measures to establish these relative periods. I'm experimenting with creating a new column which will hold the date of "EndofLastPeriod" however, so far, this doesn't allow me to use my measures to create the column so I can't use this as a slicer. I have my doubts whether it would work as any text would make the field not a Date type and therefore I couldn't use the slicer as needed.
Hopefully this will give you a scenario that would suit a default filter :)