data filter slicer

Forum home » Delegate support and help forum » Microsoft Power BI training and help » Data as filter / slicer

Data as filter / slicer

resolvedResolved · Medium Priority · Version 365

Data as filter / slicer

Hi there,

I have my reports ready, but I need to create a slicer which is a date range (from date X to date Y) - that can be drop-down, data picker, etc. This will filter all data in the report by 'date created' field on the a table that's related (foreign key) to the main table that brings the 'count' values.

I remember in the course, you mentioned it's better to create a table with dates only - can you remind me why?

What would the best practice to do this?

Thank you! G.

RE: Data as filter / slicer

Hi Grazi,

Thankyou for your question to the forum.

A Date table in Excel contains multiple fields all relating to different date periods. One such field must contain a primary key which lists all the dates from oldest to newest with no gaps. This date table will need to become part of the data model by creating a 1 to Many relationship with another table containing a date field eg. order date.

Date Tables are great for analysing dates at a more complex level eg. a summary of orders broken down by Region for all 4 Fiscal Quarters/Weekdays or comparing sales Year on Year/Month on Month provided they are related to other tables through the data model

If you just want to use a date slicer to analyse number of orders at day level for each date, there is no need for a date table as you can just use the date field from whichever table you want to analyse on.

I hope this makes sense and has helped you to understand date tables a bit more

Kind regards
Martin Sutherland
IT Trainer

RE: Data as filter / slicer

Thanks Martin. I think the date slicer would work then.

I'll try and report back. Thank you

RE: Data as filter / slicer

Hi Grazi,

I'm glad to hear this has worked for you.

Kind regards
Martin Sutherland
(IT Trainer)

Wed 27 Sep 2023: Automatically marked as resolved.

 

Training courses

 

Welcome. Please choose your application (eg. Excel) and then post your question.

Our Microsoft Qualified trainers will then respond within 24 hours (working days).

Frequently Asked Questions
What does 'Resolved' mean?

Any suggestions, questions or comments? Please post in the Improve the forum thread.


 

Power BI tip:

Navigation Shortcuts

Ctrl + Left Arrow/Right Arrow/Up Arrow/Down Arrow: Move selected object in the respective direction.
Ctrl + Shift + Left Arrow/Right Arrow/Up Arrow/Down Arrow: Resize selected object in the respective direction.
Ctrl + Shift + Up Arrow/Down Arrow: Bring forward or send backward the selected object in the report layer.

View all Power BI hints and tips


Server loaded in 0.06 secs.