Forum Discussion

cristianml's avatar
cristianml
Post Prodigy
7 years ago
Solved

Calendar

Hi,

I need a calendar that ends in August but monthly and not day by day. I tried to use the following measure

FY Date = CALENDARAUTO(8)

But I need this by Month instead of day.

The FY of my data need to be under a calendar that the Year ends on August so I can do a realtionship between data and FY Calendar in order to use YTD and MTD variables in dashboard.

 

Any ideas ?

 

 

Thanks

 

 

  • MFelix's avatar
    MFelix
    7 years ago

    Hi cristianml ,

     

    On your YTD measure you need to define the fiscal year ending.

     

    Check this post  about issues with time inteligence on fiscal years.

     

    Regards,

    MFelix

9 Replies

  • Hi cristianml ,

     

    When making a calendar table it will give you all the days in a year, using the AUTOCALENDAR (8) your calendar is getting the fiscal year end in August so you can use it on your MTD and YTD that they will go from August to August.

     

    You can the add on your calendar a Month column that will allow you to set your visuals in months description, although if you have time inteligence activated the table will automatically create a virtual hierarchy that allow to select YEAR, QUARTER, MONTH, DAY that you can use on your visuals.

     

    If this is not the result you want can you specify want you mean by "need this by Month instead of day"? what is the purpose of this Month in your requirements.

     

    Regards,

    MFelix

    • cristianml's avatar
      cristianml
      Post Prodigy

      Hi,

      The data is build under a monthly basis period and not allow me to create a relationship with a calendarauto with endyearmonth August cause this is by day. Also I realize that TOTALMTD and TOTALYTD requires an expression with "Dates" (by date) instead of month. What I need is in somehow show the MTD and YTD in same Dashboard as follow.

       

      Thanks,

       

      • MFelix's avatar
        MFelix
        Super User
        Hi @cristiami,

        Create a new column on your period table with last day of the month for each date your formula should look like this:

        Month end =
        EOMONTH (
        DATE ( YEAR ( LEFT ( Period[Period List], 4 ) ), MONTH ( RIGHT ( Period[Period List], 2 ) ), 1 ),
        0
        )

        Then relate this column with the calendar table and MAKE your MTD and YTD calculation based on the calendar table.

        Regards,
        MFelix