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Tob_P's avatar
Tob_P
Icon for Helper V rankHelper V
3 years ago

Grouping multiple FY's

Having abrainmelt this Sunday - I've done something similar before but completely forgotten how to do it. I want to group Financial Years together, essentially the last 3 FY's and 3 other years which I'm classing as Non Covid years - can't use groups, as one of the FY's is in both categories. FY column is text

 

 

How can I get a calculated column that gives me the option to use in a slicer, that groups full financial years 20/21, 21/22 & 22/33 as "Last 3 years" and groups 18/19, 19/20 & 22/23 as "Non Covid"?

 

5 Replies

  • tamerj1's avatar
    tamerj1
    Icon for Community Champion rankCommunity Champion

    Hi Tob_P 

    try to add a calculated column 

    Group =
    IF (
    'Table'[Financial Year (SHM)]
    IN { "FY 2020/2021", "FY 2021/2022", "FY 2022/2023" },
    "Last 3 Years",
    "Non Covid"
    )

  • Hi tamerj1 

     

    I had something similar, but that won't work as 2022/2023 falls under both Last 3 years and Non Covid - with your suggestion, that will default to last 3 years - I don't even think it's possible for a calculated column to output two different scenarios. Really struggling to think of a solution for this, although on paper, it seems a fairly straightforward scenario.

    • tamerj1's avatar
      tamerj1
      Icon for Community Champion rankCommunity Champion

      Tob_P 

      In this case the only solution is to have the group column in a disconnected two columns independent table that contains 3 rows of each group name, a column for the group name (Groups[Group]) and a column for the fiscal year (Groups[FY]). Then you can create a visual level filter measure which you need to place in the filter pane of the visual, select "is not blank" then apply the filter

       

      FilterMeasure =
      IF (
      HASONEVALUE ( Groups[Group] ),
      COUNTROWS (
      FILTER ( 'Table', 'Table'[Financial Year (SHM)] IN VALUES ( Groups[FY] ) )
      ),
      1
      )

      • Tob_P's avatar
        Tob_P
        Icon for Helper V rankHelper V

        Thanks for the insight tamerj1 

         

        Unfortunately this is something that I need as a slicer so the measure would work, but doesn't get me what I need. I think I will just amend my existing measures, and have one that includes the dates for Non COVID and another that looks for the last 3 FY.

         

        Thanks again.