Wednesday, April 19, 2017

Current Month Slicer

I have been working a lot in Microsoft Power BI recently and came across an interesting problem. The filters and slicers available don't offer a good way to set dynamic values. This makes it difficult to create a dashboard that shows data from the current month without manually updating the report every month with the current dates. While trying to find a way around this I found an interesting work around here:

The author of the solution, greggyb, created a list of dates and through various columns designated if those dates were in the current month. Unfortunately, his solution used a set of static dates, which I found less than ideal. I have developed a different solution that generates the list of dates going back one year from the current date. Here is the code that will generate the required table.

Use this code to create a table. You must also create a relationship between the Date column on this table and the column containing the date in the table that you want to filter. Then create a slicer using the Months column.

Note that the table will be generated whenever the data source is updated, so this solution works best with a data source that is updated on a regular basis.