Tom Saunders on 06 Jan 2025 10:33:04
Hi there! I've got a report which shows a year-on-year comparison, based on a user customised date period e.g. a user could select Q4 2023 and Q1 2024 which would compare to Q4 2022 and Q1 2023.
In order to achieve this level of user customisation, we have a date hierarchy slicer which is also multi-select, not single select, otherwise we would not be able to compare the date ranges above. It also means that deselecting all dates (effectively 'select all') causes the visuals showing the year-on-year analysis to not make a lot of sense. This is highly likely to confuse users, so to try and avoid this, instead of allowing the report to default load on a date hierarchy slicer with no selection, we selected the 'current year' before publishing the report (report was showing 2024 at the time of writing this), so this 'current year' slicer selection is the default view.
Now we are in 2025, we can republish the report with an updated 'current year' selection of 2025, but this manual step (which may also exist in many other reports) is a bit onerous and feels like it shouldn't be necessary on a dynamic report. I can't see a way in the filter or formatting panes to include some logic to dynamically keep the date slicer default selection in line with the actual year we're in. So what would be great, is some functionality, maybe in the Format > Slicer Settings pane, to instruct a dynamic default selection on date hierarchy, multi-select slicers (i.e. 'current year', although there may be other slicers where a similar approach could benefit).
N.B. This is not a 'bookmark' - creating multiple bookmarks still wouldn't allow for a single, consistently applied default view. The idea here is to have a dynamic default view so we don't have to republish reports at the start of every year.