Powerviz
  • Introduction
  • Installation Guide
    • Install from Appsource
    • Import through file
    • Adding the Powerviz visuals as Organization visuals
  • Date Picker
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings: Introduction
      • Calendar
      • Formatting
      • Date Picker Button
      • Default Selection
      • Date Selector
      • Presets
      • Selection Controls
      • Date Range
      • Invalid Dates
      • Weekends/Holidays
    • Themes
      • Default Theme
      • Custom Theme
  • Sunburst
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings: Introduction
      • Chart Options
      • Data Colors
      • Fill Patterns
      • Arc Settings
      • Labels
      • Sorting
      • Ranking
      • Center Circle
      • Leaf Label Images
      • Conditional Formatting
      • Show Condition
      • Annotations
      • Grid View
    • FAQ
  • KPI
    • Introduction
    • Get Started
    • Format Pane
    • Edit Mode - Introduction
      • KPI Charts
        • Advanced Text
        • Bar Chart
        • Lollipop Chart
        • Line Chart
        • Area Chart
        • Combo Chart
        • Donut Chart
        • Pie Chart
        • Linear Gauge
        • Liquid Gauge
        • Radial Gauge
        • Bullet Chart
        • Waterfall Chart
        • Icon
        • Image
        • Shape
      • Templates
      • Small Multiples
      • Actions
      • Import/Export
  • Activity Gauge
    • Introduction
    • Get Started
    • Format Pane
    • Advance settings: Introduction
      • Gauge Options
      • Target
      • Data Colors
      • Fill Patterns
      • Labels
      • Ranking
      • Sorting
      • Center Circle
      • Mouse Over Text
      • Conditional Formatting
      • Show Condition
      • Grid View
      • Annotations
  • Funnel Chart
    • Introduction
  • Horizon Chart
    • Introduction
  • Ridgeline Plot
    • Introduction
  • Rose/ Donut/Pie Chart
    • Introduction
  • Word Cloud
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings: Introduction
      • Word Options
      • Data Colors
      • Shapes
      • Text Style
      • Direction
      • Ranking
      • Exclude
      • Conditional Formatting
      • Show Condition
      • Grid View
      • Lasso and Reverse Lasso
  • Linear Gauge
    • Introduction
  • Filter
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings - Introduction
      • Filter Settings
      • Cell Style
      • Cell Colors
      • Title Bar
      • Column Headers
      • Image Styling
      • Default Selection
      • Conditional Formatting
      • Import/Export
      • Templates
  • Lollipop Chart
    • Introduction
  • Heatmap
    • Introduction
    • Get Started
    • Format Pane
    • Advanced Settings: Introduction
      • Shapes
      • Data Colors
      • Data Labels
      • Axis Settings
      • Grid Lines
      • Sorting
      • Plot Area
      • Reference Lines
      • Ranking
      • Totals
      • Small Multiples
      • Conditional Formatting
      • Show Condition
      • Grid view
      • Lasso and Reverse Lasso
  • Network Graph
    • Introduction
  • Sankey Chart
    • Introduction
Powered by GitBook
On this page
  • Preset Style​
  • Default Presets​
  • Custom Presets​
  1. Date Picker
  2. Advanced Settings: Introduction

Presets

PreviousDate SelectorNextSelection Controls

Last updated 1 year ago

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.

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

Preset Tags
Description

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.

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 
  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."

Default Presets

Custom Presets

Refer to this link for information on .

​
​
adding a custom column
​