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Hello:
I am calculating a dashboard that captures the latest business KPIs.
Given FYE of June, I am currently trying to ensure that the summations of quarterly KPIs by fiscal year is consistent. I have sales data only for the first two quarters of FY2023 and all four quarters of FY2022. The chart below is not a good comparison because it includes four quarters of data for FY2022 and only two quarters of FY2023. I would like it to reflect only the first two quarters of FY2022 also.
How can I adjust the Dashboard set up so that it adjusts automatically when Q3 FY2023 sales data is available? I am trying to avoid the use of filters on the visual since that would involve manual intervention.
Any help would be much appreciated. Thanks in advance.
@isam2003 Probably best to create an offset or Prior Quarter Date in your Date table like so:
Prior Quarter Date =
VAR __Date = [Date]
VAR __PQDate = EOMONTH(__Date, -3)
VAR __PriorDate = DATE(YEAR(__PQDate), MONTH(__PQDate), DAY(__Date))
RETURN
__PriorDate
You can then follow your preferred poison in this video for Prior Quarter To Date (PQTD):
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