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Epic idea: Apply filter selections automatically

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Miguel Myers on 08 Oct 2024 05:00:00

Imagine a world where report creators can automatically apply slicer and filter selections based on specific logic, revolutionizing data analysis and user experience. This innovative approach eliminates any need for complex workarounds, optimizes slicer functionality, and paves the way for more efficient and effective data reporting.

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Tony Taylor on 05 Jul 2020 23:58:09

RE: Epic idea: Apply filter selections automatically

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.

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Penny Hannaford on 05 Jul 2020 23:58:09

RE: Epic idea: Apply filter selections automatically

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

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Szymon on 05 Jul 2020 23:58:00

RE: Epic idea: Apply filter selections automatically

Hi Guys,

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.

Thanks,
Regards,
Szymon

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venkat on 05 Jul 2020 23:57:58

RE: Epic idea: Apply filter selections automatically

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?

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Thiruvengadarajan Chandrasekaran on 05 Jul 2020 23:57:52

RE: Epic idea: Apply filter selections automatically

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.

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Jason on 05 Jul 2020 23:57:38

RE: Epic idea: Apply filter selections automatically

Default dates need to be as dynamic as selecting the dates themselves. The ability to set a start date of X now/days/weeks/months/years in the past, and an end date of Y now/days/weeks/months/years in the future.
"Sticky filters" is a terrible option as you cannot set for re-occurance, or rolling date range factor.

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Martin on 05 Jul 2020 23:57:27

RE: Epic idea: Apply filter selections automatically

Hello,

joining to need this default value for the slicer.

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Michael on 05 Jul 2020 23:57:10

RE: Epic idea: Apply filter selections automatically

Similar to other comments, I really need the ability to set a slicer to a default value with DAX when the report refreshes.

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Szymon on 05 Jul 2020 23:57:08

RE: Epic idea: Apply filter selections automatically

Any update?

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Power BI User on 05 Jul 2020 23:56:52

RE: Epic idea: Apply filter selections automatically

Hi Team. I agree. This would significantly improve the usability of our reports to the end users. Is there an update on this?

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