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sjoshi
Helper II
Helper II

Calculate value between two dates: Finance BI

Hello 

 

1. I'm new to power BI. I wanted to give user two slicers one for start date and one for end date but with two differnt slicers filter was not getting applied on data so end up using between dates. Is there any way I can use two slicers and apply one as my start and other as my end filter

This slicer start date and end date are calendar dates coming from calender dimension.

2. Report Should calculate sum of amout based on above dates but it should calculate sum of amout based on start of fiscal year not the dates which are entered by user. Fiscal year start is 1St July.

EX:  Start Date:  Jan 2018   End Date: March 2018

Report should show three columns in the output one for each Jan, Feb, March 

Sum of amount for Jan will be 1st july 2017 to 31 of Jan 2018 

Sum of amount for Feb will be 1st july 2017 to 28 of Feb2018 

Sum of amount for March will be 1st july 2017 to 31 of March . If I expand each node will give each  day sum

 

I have deisgned like below as of now but dont know how to take slicers values and calculate sum from start of fiscal year. Wnated to design like second screenshot

 

DateSlicersCalculateSum.pngEXpected.png

4 REPLIES 4
v-cherch-msft
Microsoft Employee
Microsoft Employee

Hi @sjoshi

 

You may try to use FILTER Function. Here are the references for you.

 

https://community.powerbi.com/t5/Desktop/How-to-display-total-sales-until-selected-month-from-slicer...

 

https://www.daxpatterns.com/cumulative-total/

 

Regards,

Cherie

Community Support Team _ Cherie Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Seward12533
Solution Sage
Solution Sage

Hi while not the same problem this solution offers a similar approach to allow date/time slicer. The idea is to use disconnected tables to get the input from the user and then filter in Dax based on these inputs.

https://1drv.ms/u/s!AuCIkLeqFmlhhJkJLISRR4DlYhwgHQ

Hello 

Still not able to achieve it need more solution in both date and YTD part

 

Thanks

Smita

Can you share a PBIX workbook with sample data?

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