I want to create switch button that will be changing date (By Accounting date or by Effective date) by which report is viewed.
Currently, I have active relationship by Effective date and inactive relationship by Accounting date.
Using USERELATIONSHIP
function I am able to bring data by both dates:
Total Premium by AccDate =
CALCULATE( Sum(Premiums[Premium]),
USERELATIONSHIP(Premiums[AccountingDate], Dates[Date]))
So my question, how can I place a button (switch) so end user would simply click on that button (whether effective date or accounting date) and all visuals would display data according to the switch?
Do I need to use bookmarks for that? Or there are some other tricks?
Let's suppose you've created a new Slicer
table to use as a slicer:
Type
----
Accounting Date
Effective Date
Using your two different premium measures,
Total Premium by AccDate =
CALCULATE( Sum(Premiums[Premium]),
USERELATIONSHIP(Premiums[AccountingDate], Dates[Date]))
Total Premium by EffDate =
CALCULATE( Sum(Premiums[Premium]),
USERELATIONSHIP(Premiums[EffectiveDate], Dates[Date]))
you can create a new measure that switches between these two based on your slicer selection:
Total Premium =
SWITCH(SELECTEDVALUE(Slicer[Type]),
"Accounting Date", [Total Premium by AccDate],
"Effective Date", [Total Premium by EffDate])
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