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!
A typical usecase we have is to filter for last available date in fact table. Relative date slicer won't work especially with snapshot fact table. We need ability to set the default selection of slicers based on a DAX formula.
Scott Powell commented
The ability to set default selections should have been done long ago. Reasons for needing this:
1. Relative date filters don't work (at all) for fiscal years, which is what many reports use
2. I'd love to have a report automatically default to the department the user is in. I want them to still be able to select any department, but it should default to their "current" department.
3. I'd love to do things like "default select products that are not selling well"...so that a "badly performing products" report would auto default to some sort of criteria based off of a measure, but still allow the user to select any products.
"Sticky filters" is NOT a substitute for any of the above. This is a pretty basic feature that should be implemented.
This is also a serious deficiency in being able to use RLS effectively. Right now a slicer will attempt to use a default value that has been filtered out by RLS (and thusly load no data into the report by default). That's ridiculous. Either Slicers need to correctly default to values they can actually utilize, or this could be implemented so that you could setup a DAX Measure that feeds a default slicer value based on what is available in RLS. There's a bunch of inelegant hacks around this right now that I would rather not implement.
Nikhil M commented
When our client opens the report after an overnight refresh, s/he would definitely like to see today's data as soon as the report is opened. Not yesterday's. Unfortunately, the slicer cannot be set to a default value of TODAY() and therefore this is a very important feature and I am surprised when its missing, after all these years.
Stephen Furey commented
I would find it very useful in a number of reports to be able to have a default value in a date slicer set to be today's date.
I need the ability to set a default relative date (e.g. the last 30days) but have the slicer sent to between. The relative date slicer does not work for many reports.
Pilar Sastre commented
I need to be able to default a date slicer to a "Current (time period)". And then give the user the ability to select another non-default item from the slicer, but it should default to the specified value when opened/reset.
This is highly needed!
Yes, this idea is critical. For example there are some reports where we would love to default the department to that user's department automatically. Having the ability to dynamically change the default would solve this. Similar to how it works in SSRS, you can return the value you want to use in another data set. I foresee where in Power BI you could do something similar. We have attempted to use Row level security and work around it by basically populating a table with every single possible slicer value for every user and then just setting the default to "My Dept." or something like that...but it's not very salable as more users start.
I would need to be able to default the slicer to a certain period, for example the prior period. I still need to have an option to select other periods as needed. The reason is that the previous period is needed 95% of the time, but the remaining 5% of the time they the user would look at other periods.
Amine Bouhouche commented
This is a very important request
Helena Sjöberg commented
I would need a default for last month or quarter but without using the relative date filter.
The reason is that the users need to be able to select a specific quarter years back while still allowing the report to always display the current quarter. While a relative date slicer solves the later it means that we need to add another date slicers that the users need to uncheck revert time they want to go back to say Q2 2017.
Jill Nabonsal commented
This is critical.
The only workaround for now is to change the slicer value each day/week/month/year, save and republish. In a controlled production environment requiring a Change Request to promote production changes - too much operational overhead. Must address.
Andres Martinez commented
Another request is to be able to pass a date parameter to the Sync Calendar control and determine current value for the date(s)
Andres Martinez commented
Many customers are asking about Synchronizable Calendar Slicers where you can default to yesterday's day for example. And have a Calendar Widget to choose 'ONE' day only, instead of a pair of dates.
This is a critical update in my opinion.
Penny Hannaford commented
Being New to power BI, I am finding a number of things really difficult in comparison with Reporting Services. The Defaulting an entry from a list is one of the features that I am really missing, as we used to use it heavily for automation. Please add this as a feature Thanks
Tony Taylor commented
Could we get a new format category (General/Selection controls/ DEFAULT VALUE / ….) on slicers, which allows for a value/formula/based on another field. to define the default. Eg. default value = value in this field (CurrentFY = "FY2019/20"); if default value field doesn't match a value in the slicer list, no valid default.
Relative date slicers don't work for financial years when they differ from the calendar year. We flag the Current Day/Week/Month/Financial Year time period with a column (physical/calculated/measure doesn't matter), and have a slicer be able to default to that value based on that "Current (time period)" field. The user may want to select another non-default item from the slicer, but it should default to the specified value when opened/reset.
A filtered slicer doesn't help here, because it will limit the slicer selection to only the Current (time period).
The only workaround for now is to change the slicer value each day/week/month/year, save and republish. In a controlled production environment requiring a Change Request to promote production changes, this is not feasible for such small, regular changes.
Similarly this would help the default currency people, where there could be a different default for each region or even user, based on another column/measure/formula. Remember, we're just trying to make users' lives easier.
Thanks for all your hard work on this product. It IS appreciated.
Do you have plans to develop it?
It would be really appreciated as now we have to change the slicer each time.
The report was saved with "!" one, bus with row level security do not allow some users to see "1" - they should see only "2". When this option is implemented we can indicate with DAX what should be the one selected by default.
How to make when i refresh my report. Desktop (or) web date range slicer need to show default min date and max of current date?
It would be great, If Power BI can consider option to have a DAX expression to set the from and to date of date slicer. This way the date slicer's default range is dynamic and user experience is better than relative filter.