skip to Main Content
Export Power BI Data Banner

In Power BI, every visual needs a title. Titles not only makes it easier to manage items in the selection pane, but also provide context when exporting data. Without a title, info is exported with a generic title of “Data.” Not a great experience when report consumers go looking for specific exports. Conditional formatting for titles means that we can increase the meaning of titles by showing the filter context in the title and file names. Don’t want to show the title? Make the title invisible by setting the font color to match the background.

Here’s the documentation on conditional formatting for titles. Patrick in Guy in a Cube has a video showing it: Dynamic Titles in Power BI Desktop. And here’s Reid’s post on Using SELECTEDVALUES To Capture Power BI Slicer Selections, which can also be used to provide context to titles.

I’d like to share my [Date Grain] measure. It’s a text measure which returns significant date ranges. Date Grain can be combined with static text or other text measures to make a handier export title. For example, “Sales Report ” & [Date Grain], or “Budget vs Actual ” & [Date Grain].

Date Grain =
VAR StartDate =
    FIRSTDATE ( 'Date'[Date] )
VAR EndDate =
    LASTDATE ( 'Date'[Date] )
VAR OneDay =
    HASONEVALUE ( 'Date'[Date] )
VAR OneMonth =
        && StartDate = FIRSTDATE ( 'Date'[First Day Of Month] )
        && EndDate = LASTDATE ( 'Date'[Last Day Of Month] )
VAR OneYear =
    HASONEVALUE ( 'Date'[Year] )
        && StartDate = FIRSTDATE ( 'Date'[First Day Of Year] )
        && EndDate = LASTDATE ( 'Date'[Last Day Of Year] )
VAR MultipleYears =
    MONTH ( StartDate ) = 1
        && DAY ( StartDate ) = 1
        && MONTH ( EndDate ) = 12
        && DAY ( EndDate ) = 31
VAR StartYM = MIN ( 'Date'[YYYYMM] )
VAR EndYM =  MAX ( 'Date'[YYYYMM] )  
VAR ContiguousDays =
        CALCULATETABLE ( 'Date',
            'Date'[YYYYMM] >= StartYM &&
            'Date'[YYYYMM] <= EndYM
VAR ActualDays = COUNTROWS ( 'Date' )
VAR MultipleMonths = ActualDays = ContiguousDays
    FORMAT (
        SWITCH (
            TRUE (),
            OneDay, FORMAT ( StartDate, "yyyymmdd" ),
            OneMonth, FIRSTNONBLANK ( 'Date'[YYYYMM], 1 ),
            OneYear, FIRSTNONBLANK ( 'Date'[Year], 1 ),
            MultipleYears, MIN ( 'Date'[Year] ) & "-"
                & MAX ( 'Date'[Year] ),
            MultipleMonths, StartYM & "-" & EndYM

The measure uses the diabolical pattern of SWITCH TRUE. And variables like OneMonth and MultipleYears have true/false values.

As you can see, I use a lot of variables to detect the date ranges. If a visual is filtered to one day, like 6/10/2019, the measure will show “20190610”. If a full month, like June of 2019, it shows “201906”. If one year, it would be “2019”. It can also do multiple years 2019-2025, or multiple months: 202011-202103.

Fred Kaffenberger

Fred Kaffenberger

A teacher at heart, Fred loves that moment when someone struggling to solve a problem makes a breakthrough. Fred spent six years in client services and sales for an online work order system. After this, he used Excel to help streamline commercial real estate operations for a major telecommunications carrier, where he discovered Power Pivot and Power BI. He was thrilled at how these tools helped him work smarter and more systematically. As an English major, Fred knows that a knack for working with data can surface in surprising places.

This Post Has 3 Comments
  1. Thanks for your post Fred. I have used this trick in my own Dashboards. Works like a charm and makes visuals more insightful.

  2. Many thanks! We are starting to add these to our rapports and it’s a very nice look and it works well with relative date slicers.
    We did add a ‘MultipleDays’ to the measure, it gives an even better detailed view when necessary.

Leave a Reply

Your email address will not be published. Required fields are marked *