Presets

Presets are pre-defined time ranges that make it easy for users to select specific periods without manually choosing dates. These presets include commonly used time ranges like "today," "tomorrow," "this week," "next week," "this month," "next month," and more. They simplify the process of selecting dates by offering predefined options.

By default, presets are enabled. You can toggle it on/off.

The Preset section in the advanced settings consists of three parts:

Preset Style​

In this section, you can customize the appearance of the side panel for presets:

  • Choose whether to position the preset panel on the left or right side.

  • Adjust the text size and font family.

  • Apply formatting options like bold, italic, and underline.

  • Modify the text and background colors for different states such as default, selected, and hover over.

  • Control the formatting of the input days box.

Default Presets​

This contains the list of presets to show on the side panel. Click the preset tag and hit “Apply” to save.

Preset TagsDescription

Today

Select the current date irrespective of the dataset.

Yesterday

Select the yesterday date irrespective of the dataset.

Max Date

Select the latest date from the given data.

This Week

Select the current week irrespective of the dataset.

Last Week

Select the previous week based on the current week.

Max Week

Selects the latest week available in the given data.

This Month

Select the current month irrespective of the dataset.

Last Month

Select the previous month based on the current month.

Max Month

Select the latest month available in the given data.

Last Quarter

Select the previous quarter based on the current quarter.

Max Quarter

Select the latest quarter available in the given data.

QTD

Select the all the dates from start of current quarter to today.

YTD

Select the all the dates from start of current year to today.

Custom

Create a Preset based on date of your choice.

TIP

The "Today" and "Yesterday" presets are particularly useful for obtaining a daily status view in reports where new data is regularly uploaded.

Custom Presets​

Use this option to add custom presets to the list.

Follow the below instructions to add a custom preset.

  1. Create a column or measure in your data.

    • Use a 0/1 condition, where 1 represents true and 0 represents false.

    • This column can be created in your source data, Power Query Editor, Calculated Column, or using DAX formula.

DAX Measure Example
VAR _date = MIN('Date'[Date])

VAR Result = 
        IF(_date = BLANK(), BLANK(), 
            SWITCH(TRUE(),
                _date = DATE(2022, 12, 10), 1,  // 1 for true dates
                _date = DATE(2022, 01, 22), 1,
                0)                              // 0 for false dates
        )
    
RETURN
Result

Refer to this link for information on adding a custom column.

  1. Drag the custom column into the presets field.

    • Ensure that the column is of numeric type.

    • If it's a column, choose either MIN or MAX as the aggregation type.

  2. Go to advanced settings > presets > custom presets.

  3. Click the “+” button to add a new preset.

  4. Choose the field from the dropdown and tag it for preset.

  5. Save the preset and hit “Apply”.

Custom presets will appear at the bottom of the preset list. To test them, simply select the desired custom preset and click "Apply."

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