Forum Discussion
Make year span trimesters
Hello,
i have a table with objectives:
| customer | objective type | date | objective |
| x | a | 31/12/2021 | 40% |
| x | b | 31/12/2021 | 25% |
the main data table instead has a filter year-trimester, needed to compare this year invoice vs previous year.
but because objectives has day and month when i apply those filters i have no data showed for the column objective if i don't select the 4th trimester.
how can i make that date column be considered the whole year?
Cianfer , Based on what I got so far one of the two should help . You might only need CLOSINGBALANCEYEAR
Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD): Magic of CLOSINGBALANCEYEAR With TOTALYTD/DATESYTD: https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Yearly-Target-Convert-to/ba-p/1476400
or
Distributing/Allocating the Yearly Target(Convert to Daily Target): https://community.powerbi.com/t5/Community-Blog/Distributing-Allocating-the-Yearly-Target-Convert-to-Daily/ba-p/1463290
3 Replies
- amitchandak
Super User
Cianfer , Based on what I got so far one of the two should help . You might only need CLOSINGBALANCEYEAR
Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD): Magic of CLOSINGBALANCEYEAR With TOTALYTD/DATESYTD: https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Yearly-Target-Convert-to/ba-p/1476400
or
Distributing/Allocating the Yearly Target(Convert to Daily Target): https://community.powerbi.com/t5/Community-Blog/Distributing-Allocating-the-Yearly-Target-Convert-to-Daily/ba-p/1463290
Thank you, i found the solution following your article, especially the part where you show the relationships between dates tables.
Hi Cianfer,
Can you please explain more about your requirements? It will be helpful if you share some dummy data with the expected result to help us clarify your scenario.
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Regards,Xiaoxin Sheng
