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Hi,

 

I have some data where I want the user to see the previous month when they open the report.  But I also want them to have the ability to change the month to see earlier months or even the previous month in a previous year if they wanted.  What's the best way of going about this?

 

I used relative dates but that doesn't give the user the control to see a singular month in the past.  If I have a filter with every month (Apr-18 for ex), is there a way to set that filter to always default to the previous month?  Or is there anything way to achieve this?

2 answers
  1. Jul 30, 2021, 7:13 AM

    We can have this with Parameter and with one calculated field.

     1.Create a Parameter using Date column.

     

    We can have this with Parameter and with one calculated field. 1.Create a Parameter using Date column. 2. 

    2.Create Calculated field – When you open the workbook ,default it will be set to prior month (Based on your requirement you can change the formula to previous month of last year)

     

    { FIXED : MAX(DATEADD('month',-1,[ Snapshot Date]))}

     m23.Call this calculated field in Parameter – Value when workbook Opens :(Prior Month-Cal).

     m34.Use parameter to filter the months (list of months and also default it will be prior month)

     m4

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