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olearych's avatar
olearych
Regular Visitor
5 years ago

Last Fiscal Period

Hello all,

 

I need to display the last Financial Period (based on today's period) in a card and also in a table. E.g. If today is in Financial Period 12 (2020-21), I need the card to display Period 11 (2020-21).

 

I have a date table including the following columns:

 

Date | Financial Period | First date of Financial Period | Last date of Financial Period |

 

Any help is appreciated. Thanks.

2 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion
    5 years ago

    olearych Seems like it would be something along the lines of a filter on the card using a measure or column like:

     

    Measure Current Period = MAXX(FILTER('Table',[Date]=TODAY()),'Table'[Financial Period])

    Measure Last Period = [Measure Current Period] - 1

  • olearych's avatar
    olearych
    Regular Visitor
    5 years ago

    Greg_Deckler Thanks for the reply 🙂

     

    The first measure works and returns the current period.  The second measure doesn't work as it cannot convert the text column to number.  The Fiscal Period column is a text description.  Below is the Dax.  Is there any way around this without having to change the contents and type of that column?

     

    Previous Period =
    VAR _current = MAXX(
    FILTER( 'Dates', [Date] = TODAY() ),
    'Dates'[PeriodYear]
    )
    VAR _Previous = _current - 1 Return _Previous