topic Re: how to display data of previous years in years but current year data in quarters in same visual? in DAX Commands and Tips

how to display data of previous years in years but current year data in quarters in same visual?

swtgoyal — Tue, 25 Jun 2024 21:05:40 GMT

Hi All,

I need to create a visual to show revenue/growth of previous and current years. I have the date table, created today/prior flags and, current year/quarter flag.

the visual should show the data at quarter/month level, i created data hierarchy so that's possisble but I am not able to display the data at year level for prior years but current year data at quarter level.

Below visual shows yearly data so it works untill 2023 but since 2024 is current year, how to show 2 more bars as 2024 Q1, 2024Q2 and so on.. and same way if want to do at monthly level.. 2024 Jan, 2024 Feb and so on..

Re: how to display data of previous years in years but current year data in quarters in same visual?

Anonymous — Wed, 26 Jun 2024 02:45:05 GMT

Hi swtgoyal

Please try this:

Here I create a set of sample:

Then add 3 calculated columns:

Year/Quartor = VAR _currentYear = YEAR ( TODAY () ) VAR _Year = YEAR ( 'Table'[Date] ) RETURN IF ( _Year <> _currentYear, FORMAT ( [Date], "YYYY" ), FORMAT ( 'Table'[Date], "YYYY-Q" ) )

Year/Month = VAR _currentYear = YEAR ( TODAY () ) VAR _Year = YEAR ( 'Table'[Date] ) RETURN IF ( _Year <> _currentYear, FORMAT ( [Date], "YYYY" ), FORMAT ( 'Table'[Date], "YYYY-MM" ) )

Year = YEAR('Table'[Date])

Next create 2 calculated tables:

Quartor = SUMMARIZE('Table','Table'[Year/Quartor],'Table'[Year])

Month = SUMMARIZE('Table','Table'[Year/Month],'Table'[Year])

Click the Year/Quartor and select year in sort by column, and Year/Month so on

Create the relationship between these tables:

The result is as follow:

Best Regards

Zhengdong Xu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Re: how to display data of previous years in years but current year data in quarters in same visual?

swtgoyal — Wed, 26 Jun 2024 14:34:36 GMT

Thank you so much!

I created new calculated columns as suggested into the Date Table and it worked perfectly.

Regards,
Swati