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DanielCarvalho
Helper III
Helper III

Add a YTD option to an existing period slicer

Hello Community,

 

A client has requested that in my "Period" Slicer, I add a YTD option to it. Currently it shows 12 optios from 1 to 12 that represents months of the fiscal year with period 1 being october and 12 being september. They want to me add an extra one which would say YTD and once selected would filter the data to show results based on values from the beginning of my fiscal year up to the current date. 

 

My data is coming from one table called Ticket_Dashboard_Historical and the other from a Calendar Table(this is where my period slicer comes from)

Was wondering if anyone had any suggestions on how I may sucessfully do this.

 

Thanks in advance

2 REPLIES 2
DanielCarvalho
Helper III
Helper III

This is not what I need as this is to create a custom slicer with those options. In my case , to simplify, Lets say I have my month slicer with options from January to December, I would need within that slicer to add a 13th option that would show me YTD results instead of just a specific month

Anonymous
Not applicable

Hi  @DanielCarvalho ,

You can refer the following links to get it:

Custom Date Period Selections in Power BI - BI Elite vyiruanmsft_1-1694601399082.png

Solved: Slicer MTD, QTD, YTD to filter dates using the sli... - Microsoft Fabric Community

 

If the above ones can't help you figure out, please provide some source data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It would be helpful to find out the solution. You can refer the following link to share the required info:

How to provide sample data in the Power BI Forum

 

And It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

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