Automatic Financial year recognition

[UK_User123456]

Hi All,

Is there a DAX formula or a way around to automatically update all the datasets based on the current finanacial year and the previous 2 fy's? so for example when 20/21 comes around, my graphs will automatically update with 18/19, 19/20, 20/21 rather than me having to go in and manually changing the dates in the filter for each graph?

TIA

[Ashish_Mathur]

Hi,

You may refer to my solution to a similar problem here - Flex a Pivot Table to show data for x months ended a certain user defined month.

Hope this helps.

[v-frfei-msft · Accepted solution]

Hi @UK_User123456 ,

We can create a calculated column and filter by it to work around.

inlast 2 years = 
VAR thisyear =
    YEAR ( TODAY () )
RETURN
    IF (
        YEAR ( 'Table'[date] ) <= thisyear
            && YEAR ( 'Table'[date] ) >= thisyear - 1,
        "in last 2 years",
        BLANK ()
    )

Pbix as attached.

[v-frfei-msft]

Hi @UK_User123456 ,

Does page level filter or report level filer work in your scenario? Please refer to the online document as below.

https://docs.microsoft.com/en-us/power-bi/power-bi-report-add-filter#targetText=Open%20the%20Visuali...