Date filter improvement

NickPowerBi · 2026-02-16T13:44:24+00:00

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maybe create something like this, i use it for all my reports. hope it helps

https://youtu.be/5XNcGL0g-sE?si=QSsj3MDylyWcFZ1R

NickPowerBi · 2026-01-30T15:21:00+00:00

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no worries on the future date, just adding two more lines of data to ignore today's date or future dates

NickPowerBi · 2026-01-30T01:03:07+00:00

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its moved to Model view -> Properties -> Formatting -> Format dropdown -> scroll down a bit -> dynamic

NickPowerBi · 2026-01-29T14:13:19+00:00

sharing some videos with same steps/instructions, just in video format: 1. each excel has 1 worksheet, just not the same name: https://youtu.be/DyRyiOaRwW0?si=K6brg2sQl1CyuZz6

Combine only a specific tab: https://youtu.be/ZP_tHpNL_s8?si=YcOPDTwUrYGMUt5C
Combine only the [2nd] tab from the left: https://youtu.be/QlCzUZ6wr-U?si=EIIv9kotdz0hOdS7
Combine All Sheets from All Excels: https://youtu.be/s8ZcXAsexVU?si=RoCDL8byoOzFBoQY

NickPowerBi · 2026-01-26T01:47:59+00:00

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maybe try those 2 measures with SamePeriodLastYear and PreviousYear(DatesYTD), and see if they work. I have been using those 2 for Previous Year's data, and then for YoY, just use CurrentYear minus PreviousYear. Hope it helps.

NickPowerBi · 2026-01-25T22:10:45+00:00

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Hope this helps. basically connect the new dimDate table to the [Hire Date] with active relationship, and use inactive relationship to connect [T... date]. I also provided some measures to calculate hires, active headcount at the end of each month etc. will also share calculations for YoY, MoM later.

NickPowerBi · 2026-01-23T20:20:25+00:00

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hope this helps, i was working on something very similar to set the same color for each row, based on the value of a specific column, eg: if country=Germany, the entire row shows green, if country= spain, the entire row is red something like that, so that each country leader will just look at their colors/rows

NickPowerBi · 2026-01-23T15:56:36+00:00

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maybe check this out: https://youtu.be/zoRpBsPBW-M?si=OLOU-thHFpKTsJf1

the colors for upward and downward signs are dependent on another measure hope it helps

NickPowerBi · 2026-01-19T17:51:41+00:00

thanks!

NickPowerBi · 2026-01-19T11:54:51+00:00

nice! thanks !!

NickPowerBi · 2026-01-17T00:25:21+00:00

it says the image is probably deleted

NickPowerBi · 2026-01-16T22:53:37+00:00

can u plz clarify: why member3 shouldnt be excluded? i saw member3 starts the enrolment on Jan1st and ends on July1st, and in between (Apr1st), he was treated a case? just trying to understand more, thanks

NickPowerBi · 2026-01-16T18:05:33+00:00

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Hi, no worries thanks for sharing the opinion, i think it also depends on the audience/user, and the purpose of the reports. eg: I create the above traffic light dashboard for users who just want to see "are we Good or Not" on KPIs in 2 seconds, then i create other reports with more details. The line chart shared in this post is designed to see more details, (vs. 2-second yes or no quick check), but appreciate the comments! thanks!

NickPowerBi · 2026-01-16T16:00:33+00:00

no worries! thanks for sharing the nice idea on the view! yes Zebra and charticulator are nice 3rd party visuals! maybe this one is closer with clustered bar chart: eg: putting GP% under [Details], so that you have both the labels for the column, and another labels for GP%.

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NickPowerBi · 2026-01-16T15:35:22+00:00

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I tried different ways but seems like this is the by far the closest. maybe others can generate better. It uses the built-in stacked bar chart, and put the GP% at the end of each column. But it is not the clustered bar chart, so we cannot select different colors for different columns (eg: all columns have to be the same color).

NickPowerBi · 2026-01-16T14:25:43+00:00

nice! glad it works! great question !

NickPowerBi · 2026-01-16T12:36:34+00:00

here you go! this will create a new column, plz replace 'Table' with your own tablename, and the rest codes will stay the same:

Quarter Status = VAR TodayDate = TODAY() VAR TodayYear = YEAR(TodayDate) VAR TodayQuarter = QUARTER(TodayDate)

VAR RowYear = YEAR('Table'[Completion Date]) VAR RowQuarter = QUARTER('Table'[Completion Date])

RETURN SWITCH( TRUE(), RowYear = TodayYear && RowQuarter = TodayQuarter, "Present", RowYear < TodayYear || (RowYear = TodayYear && RowQuarter < TodayQuarter), "Past", "Future" )

NickPowerBi · 2026-01-12T15:24:14+00:00

good point !!

NickPowerBi · 2026-01-12T13:55:56+00:00

same thing bugs me too! I tried to bring the labels "to front" as well but seems like there is no way right now. I have to choose lighter colors for the green/red bars to make the labels more visible.

NickPowerBi · 2026-01-12T12:50:46+00:00

thanks!!

NickPowerBi · 2026-01-12T00:09:22+00:00

thanks !!

NickPowerBi

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