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!
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 :)
There's a few really important fundamental features that Power BI is missing and this is one of them. Seriously, this should be a no-brainer. Like everyone else has said, just implement what the SSRS team has already spent years refining to get right. Failing that, please see Tableau for how this can be done nicely.
We're deploying this report to dozens of customers who'll each have different values in the drop-down in question. Since the items will be different, I can't hardcode anything.
Instead, I'd like the default selected values in the pull down to be dictated by another field in that table (I'm currently passing in a RANK() value from SQL). If this other field has certain characteristics (<= 5 for example), initiate the report with those items selected in the drop down and no others. My Sankey chart is too noisey otherwise.
in my case it is necessary a time slicer that shows all the data of the historical table, but that select only the last week. In this way, users can expand and move around different dates of the history even if the last temporary information is displayed.
While relative slicer might help in some scenario, but in case where the slicer is show years, I would like to have the slicer to default to current year (2018), while the user can still select other year(s). This is a quite common scenarios that asked by many enterprise users.
Marcius Marques commented
It seems to me that what most people are looking for here in this thread is to replicate the 'Default Value' of parameters that exists on SSRS reports, so they are loaded every time report is open. For example, when the requirement is to load data from 'last 7 days' daily, but also enter a date range if needed.
Persistent filters does not address the requirement as the user would have to change the dates daily.
Relative date slicer is closer, you can have the 'last 7 days' by default, but then you cannot enter a date range.
I can only think of 2 additional options on 'Date Range' Format section of 'Slicer' for 'Default Start Date' and 'Default End Date' where expressions can be used for maximum flexibility. Again, just like SSRS already has and works really well.
Mike Hardy commented
We have a slicer that loads a custom set of attributes during each refresh. We simply need to select the first item in the list because a selection of 'All' doesn't make sense in this case.
I'm creating Multy language reports for power bi embedded. I created field: LangId, that according to its id, the display is changing for the chozen language.
I also have many slicers that their display is changed accordind to the LangId choise. I need that the Slicer default will be dynamic according to the filter LangId. The dynamic option is necessary.
Hoping you will give any solution soon .
@Will Thompson - Above described features will not help in the use case I am looking for.
In my case, I have slicers on certain values e.g. financial snapshots, and I need a certain snapshot to be defaulted based on what part of the year we are in. The snapshot to show can be identified based on another column within the Snapshots tables.
So what I need is functionality that will enable me to do something like "select snapshot that has [Another ColumnValue] = 1" in the slicer.
Eladio Ruiz commented
I'm thinking about having a default filter based on roles. I mean: when some rol visits the report, some slicers have a default value based on the rol.
Vipul Bajaj commented
I have a requirement wherein we have a row level security implemented. The additional requirement is the filters have selected text value based on the user accessing the report.
So basically it the filters default value should not be based on saved report but based on the user role and its corresponding values
[Deleted User] commented
how to set the default value on a slicer, it is really important when you have specified selected itmes on slicer.
audrey abbey commented
A situation that is not addressed by either method:
We have a custom, fixed fiscal calendar that will not work with relative date filtering.
Our weeks run Wednesday to Tuesday, for example.
I might be able to use relative date filtering for weeks, IF Power BI gave me a way to set the first day of the week to Wednesday. OR - if the relative date filter respected the date ranges in the calendar table.
The relative date filter also ignores the date range in my Calendar table and uses Today as the relative driver. So that means I can't use "last 7 days" either, as the last 7 calendar days have no data. (Data is refreshed weekly for prior week).
Sticky filters require users to make an initial selection, so that doesn't solve my issue either.
Currently, I can control the default slicer by republishing to the cloud with the slicer value pre-selected. But when I migrate to the Power BI Report Server - it will need a way to update the slicer choice.
I just want a slicer that defaults to the current date, while at the same time, allowing the user to enter an alternative past date range.
Mark Wojciechowicz commented
I have a case where I would like the first value in the list selected. Since this is data driven, it is unknown at design time. The functionality is similar to defaulting the the first value in an SSRS parameter.
I just had to explain to my client that using Power BI they cannot create a report with a date calendar slicer (parameter) that defaults to that last day the data was updated. One of the simplest thing a report should be able to do: dynamically setting the default value of a parameter\slicer. SSRS did this so well. I really wish Microsoft had enhanced SSRS instead of creating a new product that just looks nice but is missing so many basic features.
Jim Richards commented
I have a date slicer. I would like the report to default to the first date in the list (I'm always looking at data from today forward). Any old date will not have data associated as it is prospective view. The sticky slicer value is useless in this scenario.
This is really important basic functionality that should be available. I would say SSRS has got this right and Power BI is not there yet with this. It seems crazy not to have the option to dynamically select a default date without having to use the relative filter (which then loses the functionality of choosing any date range easily).
To me, slicers are visually cooler method for users to filter the data than plain old regular filters. Since we'd rather offer slicers to users, I wish we could embed a power bi report on our web page where we can initialize (default) the slicer(s) selections to what user wants. Thanks.