CassieK Tracker

Re: Report colors changing when published

CassieK — Thu, 25 Oct 2018 20:52:11 GMT

I see this issue in my reports as well and I just use the defualt colour scheme. It is very frustrating when a manager comes to you asking why the colours in your reports are not consistent. I build them consistently in Power BI Desktop, but when I open them in the service they are different and there doesn't seem to be any rhyme or reason to which ones change and which ones stay the same. I would love to know if this issue is going to be fixed by MS anytime soon.

Re: Financial Account Summary Data - Need a Date Field

CassieK — Mon, 26 Mar 2018 15:00:58 GMT

Here is a sample of the data with the desired resulting End of Period Date Column:

Year	Period ID	Account Number	Period Balance	End of Period Date
2017	1	61000-202	1000	31-Aug-16
2017	2	61000-202	1000	30-Sep-16
2017	3	61000-202	1000	31-Oct-16
2017	4	61000-202	1000	30-Nov-16
2017	5	61000-202	1000	31-Dec-16
2017	6	61000-202	1000	31-Jan-17
2017	7	61000-202	1000	28-Feb-17
2017	8	61000-202	1000	31-Mar-17
2017	9	61000-202	1000	30-Apr-17
2017	10	61000-202	1000	31-May-17
2017	11	61000-202	1000	30-Jun-17
2017	12	61000-202	1000	31-Jul-17
2018	1	61000-202	1000	31-Aug-17
2018	2	61000-202	1000	30-Sep-17
2018	3	61000-202	1000	31-Oct-17
2018	4	61000-202	1000	30-Nov-17
2018	5	61000-202	1000	31-Dec-17
2018	6	61000-202	1000	31-Jan-18
2018	7	61000-202	1000	28-Feb-18
2018	8	61000-202	1000	31-Mar-18

Our Fiscal Year runs Aug 1 - July 31, so F2017 period 1 = Aug 1, 2016-Aug 31, 2016, Period 2 = Sept 1, 2016-Sept 30, 2016...Period 6 = Jan 1, 2017-Jan 31, 2017...Period 12 = Jul 1, 2017 - Jul 31, 2017.

The returned day could be a constant 28th of every month if that would make it easier.

I have tried buidling a DATE DAX funciton as well as an ENDOFMONTH function, but I haven't been able to get one that works.

Thanks!

Financial Account Summary Data - Need a Date Field

CassieK — Wed, 21 Mar 2018 21:41:30 GMT

I am working on building a financial dashboard in Power BI and I have an Account Summary table with period balances for all accounts, but the data does not include any dates. It has Period ID and Fiscal Year. I want to add some time intelligence measures to the report but I can't do that without a date. Is there any way to return the end of month date based off of the Peiod ID and the Fiscal year?