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MikeGeno
Frequent Visitor

Automatically determine which fiscal months are YTD across years

Below is a sample from my Date table.  Our fiscal year runs April - March.  I have 4 years worth of data.  My data is in the "Sales Month" format, I do not receive actual days, just the month in that format.

 

When I loaded my August data a few days ago, my YTD for this year and prior years would be April - August.  When I did this in Excel I would add a column to my date table and each month I would add a Y to the new month in all 4 years that designated YTD and I would filter on it.  Is there a way to do something like this, but automatically based on the last sales month loaded?  TYIA.

 

MikeGeno_0-1696450112488.png

 

1 REPLY 1
lbendlin
Super User
Super User

Yes, you can do that with a calculated column (if you have daily import mode refreshes) or with measures.

 

Please provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot). Leave out anything not related to the issue.
If you are unsure how to do that please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
Please show the expected outcome based on the sample data you provided.

If you want to get answers faster please refer to https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

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