on 18 May 2017 19:35:34
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
Administrator on 16 Jun 2017 23:57:11
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!
- Comments (110)
RE: Dynamic Date Slicer (improve relative date slicer)
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.
RE: Dynamic Date Slicer (improve relative date slicer)
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.
RE: Dynamic Date Slicer (improve relative date slicer)
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.
RE: Dynamic Date Slicer (improve relative date slicer)
Would also be helpful to have a "from today until X Date" option to show remainder of the year/month/etc.
RE: Dynamic Date Slicer (improve relative date slicer)
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.
RE: Dynamic Date Slicer (improve relative date slicer)
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.
RE: Dynamic Date Slicer (improve relative date slicer)
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.
RE: Dynamic Date Slicer (improve relative date slicer)
Kinda clumsy but the relevant date slicer shows Next 1 Days = Last 1 Days which clearly doesn't make any sense.
Hope this gets fixed
RE: Dynamic Date Slicer (improve relative date slicer)
You should also be able to select start day of the week. Currently it defaults to Sunday with no way of changing it.
RE: Dynamic Date Slicer (improve relative date slicer)
The relative date filter released in july is great, but it is missing the "Quarter" option, that seems to be so easy... Hope it appears in the next update.