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isam2003
Helper I
Helper I

Apples to Apples Quarterly Comparison

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. 

   VAR __Type = MAX('Year_Type'[Year_Type])
    VAR __Year = MAX('Years'[Year])
    VAR __Result =
        IF(
            __Type = "Fiscal",
            SUMX(FILTER('Data', [FYear] = __Year),[Value]),
            SUMX(FILTER('Data', [CYear] = __Year),[Value])
        )
RETURN
    __Result

 

isam2003_0-1681412768375.png

 

1 REPLY 1
Greg_Deckler
Community Champion
Community Champion

@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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