Period · Time

Year to date, last month or your fiscal year in one click

Almost every report page starts with a date filter. The native slicer gives you a between slider or a relative date list, so report builders make buttons and bookmarks for “year to date” and “last month” by hand, and the dates go stale: a filter saved in October still shows October in November. Fiscal years that start in April or July need their own columns and measures, and a comparison with the same period last year needs a measure per comparison.

Free to use, with no watermark and no time limit. Pro from $3 per viewer a year.

Year to date, 1 Jan to 7 Nov 2026Daily sales behind the range bar
MTDQTDYTDLast month12 monthsAll1 Jan – 7 Nov 2026311 days20252026JulJul
Light report
Year to date, 1 Jan to 7 Nov 2026Daily sales behind the range bar
MTDQTDYTDLast month12 monthsAll1 Jan – 7 Nov 2026311 days20252026JulJul
Dark report

What it shows

Period shows a row of buttons (month, quarter and year to date, last month, quarter and year, the last 30 days, the last 12 months and All), writes out the dates you picked, such as “1 Jan – 7 Nov 2026 · 311 days”, and draws a range bar under them with your sales or another measure behind it. Drag the bar’s handles, slide the blue band, or drag across the bar for any other range. A preset stays a preset: year to date saved in October is year to date when the report is opened in November. In Pro, the year can start in any month, and Period works out a compare-to period and filters a second date table with it, so one measure gives you the comparison for whatever is picked.

How to set it up

Add Period from AppSource or the .pbiviz file, then drag in:

Date
The date column of your date table. Pick the column itself, not “Date Hierarchy”.
Value
Optional: a measure such as sales, drawn behind the range bar.
Compare datePro
The date column of a second date table with no relationships. A measure such as CALCULATE([Sales], REMOVEFILTERS('Date'), TREATAS(VALUES('Compare date'[Date]), 'Date'[Date])) then gives the sales for the compare-to period.

Read the full Period guide

In the report

  • It filters the whole page like a slicer, and works with bookmarks and with Sync slicers across pages.
  • Tab through the buttons, and Tab to a handle of the range bar to move it a day (arrow keys) or a month (Shift+arrow) at a time.
  • Light or dark background, high-contrast mode, and your own colours.
  • Dates and month names follow the report’s language; the format pane, the buttons and the messages are in English and Norwegian.

Free and Pro

FeatureFreePro
13 presets that move forward to today, a starting period, counting back from the latest date✓✓
Range bar with a value chart: drag the handles, the band or a new range, or use the keyboard✓✓
Week starting Monday, Sunday or Saturday, short or long button text✓✓
Bookmarks, sync slicers, high contrast, light and dark✓✓
Fiscal year starting in any month, for year and quarter to date, last quarter and last year—✓
Compare-to period: the period before, the same dates last year or the same weekdays last year, shown and filtered on a second date table—✓
Your own preset: the last N days, weeks or months—✓

Free features always work, with no key and no tag. Pro features need a licence key for Period or Everything. Without a valid key, Period uses a year starting in January and leaves out the comparison and your own preset, with a short notice and a “Try Pro free” button. A paid key keeps Pro working for 7 days after it runs out, so a late renewal never breaks a report.

Your data stays in your report

Period makes no network calls and stores nothing outside the report. The licence key is checked inside the visual, so it also works offline, in Report Server and in locked-down tenants.

How the visuals handle data

Pro licence
$36per creator a year
$3per viewer a year

For Period alone. The entire suite is $90 per creator and $7.50 per viewer, or license the whole organisation.

See pricing

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