topic Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts in Data Stories Gallery

Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

GilbertQ — Fri, 17 Mar 2017 00:02:37 GMT

For this data story, my first goal was to be able to create any Date Period that was required for the data. As with the example we have creaated a few simple Periods "CY-LY" (Calendar Year - Last Year), "CY-YTD" (Calendar Year - Year to Date). And in doing so, it gives the user the ability quickly slice their data by the defined period.

Second to this I also created a solution in which the Month Names would dynamically change to either the Fiscal Months (If a Fiscal Period was selected) or Calendar Months (If a Caleandar Period was selected).

So in the report if you click on "CY-YTD", you will see that the dates follow "Jan-May"

Whilst if you click on "FY-LY", you will see that the dates follow the Fiscal Periods "Nov - October"

The final part of the data story is that using the Periods, it makes it very easy to create Calculated Measures based on your custom periods. And his is a lot easier and quicker when your custom periods do not have built in DAX functions.

In doing so that this does is it enables the user to have the ability to quickly and easily slice their data based on custom periods.

I have also published a blog post in terms of how I achieved this.

Create Dynamic Periods for Fiscal or Calendar Dates in Power BI

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Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

daandamhuis — Wed, 07 Sep 2016 07:07:24 GMT

Nice Dashboard, really like the feature which allows to select the unit of measure and the different date periods. By the way, on Page 4 there is a breakdown tree. Is it possible to share the visualization, I was searched for this since Performance Point.

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

DonAldridge — Sat, 10 Sep 2016 22:03:13 GMT

Great blog post Gilbert. Very detailed. Thanks for sharing with the community.

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

HalilG — Wed, 28 Sep 2016 16:02:59 GMT

Very nice report. Thanks for the blog post too. May I ask what's the KPI like visual u use on page 3? Where can I find it?

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

GilbertQ — Wed, 28 Sep 2016 21:45:25 GMT

Hi there

Thanks for the kind words. And the visual on page 3 was done by a 3rd party developer.

You can contact him on contact@dax365.com his name is Nick Savenko

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

HalilG — Thu, 29 Sep 2016 12:37:04 GMT

thank you for the information.

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

Anonymous — Sat, 08 Oct 2016 07:08:45 GMT

Very good dashboard and financial calender is what a lot of companies use.

What did you use to publish this dashboard into a webpage.

I am new to this environment.

regards

willy

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

GilbertQ — Sat, 08 Oct 2016 07:17:58 GMT

Hi there.

I am glad you found it useful. I do also have a blog post and pbix file explaining how I achieved this.

The feature is called publish to web after you upload your Power BI desktop file to the Power BI service. You can then click on file and then Publish to Web.

Just note that when you publish to web it is available for anyone who has access to the link.

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

ayami123 — Tue, 11 Jul 2017 11:13:42 GMT

let

TodaysDate = Date.From(DateTimeZone.FixedUtcNow()),

YearText = Number.ToText(2000),

FiscalStartMonth = Date.Month(Date.FromText(“”&YearText&”-“&#”Fiscal Start Month”&“”)),

FiscalStartMonthDay = Date.Day(Date.StartOfMonth(Date.FromText(“”&YearText&”-“&#”Fiscal Start Month”&“”))),

FiscalEndMonth = Date.Month(Date.FromText(“”&YearText&”-“&#”Fiscal End Month”&“”)),

FiscalEndMonthDay = Date.Day(Date.EndOfMonth(Date.FromText(“”&YearText&”-“&#”Fiscal End Month”&“”))),

where did he edit this, =_= I don't know where I couldn't replicate the example =_=

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

GilbertQ — Tue, 11 Jul 2017 22:17:14 GMT

Hi there, I edited this in the query editor.

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

ayami123 — Wed, 12 Jul 2017 03:03:48 GMT

I know that you use the query editor, but you can't do that unless you click on some table, if I created some blank query, I also need to put output and it gives me error when i do that since i'm missing the output

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

GilbertQ — Wed, 12 Jul 2017 03:04:59 GMT

Ok thanks do you perhaps have the error, that I can have a look at?

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

estapeace — Tue, 09 Oct 2018 15:59:03 GMT

Do you offer Power BI classes?

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

GilbertQ — Wed, 10 Oct 2018 00:58:30 GMT

Hi there, I currently do not, but it depends what your requirements are and the number of people willing to attend.

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

amirsheva — Wed, 15 Jun 2022 10:26:57 GMT

Hello, please could you send me the PBIX File.

khakdoustamir@gmail.com

Many thanks.

Re: Create Dynamic Periods for Fiscal or Calendar Dates and Dynamic Month Names for Charts

GilbertQ — Fri, 17 Jun 2022 00:39:51 GMT

Hi amirsheva

If you click on the blog post, and then go to the end you will see the option to download the PBIX