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bdehning's avatar
bdehning
Icon for Post Prodigy rankPost Prodigy
3 years ago
Solved

Convert model to be calendar year based.

I currently have a model with main table having Customers that are based on when they join our company and renew each year.  

 

How do change my model for me to capture data from 1/1 - 12/31 and not Renewal Dates during the year?

 

This will help me be able to compare data results against other outside calendar results data.   

  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi bdehning ,

    Please have a try.

    To capture data from January 1st to December 31st, you can create a new calculated column in your main table that calculates the year based on the join date of the customer. You can then use this calculated column to filter your data to show only the data for the selected year. Here's an example of the DAX formula you can use to create the calculated column:

    Year = YEAR([Join Date])

    You can then use this calculated column to filter your data to show only the data for the selected year. To do this, select the visualizations you want to filter and add a filter to show only the data for the selected year. This will allow you to compare your data results against other outside calendar results data.

     

    How to Get Your Question Answered Quickly 

     

    If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

     

    Best Regards
    Community Support Team _ Rongtie

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi bdehning ,

    Please have a try.

    To capture data from January 1st to December 31st, you can create a new calculated column in your main table that calculates the year based on the join date of the customer. You can then use this calculated column to filter your data to show only the data for the selected year. Here's an example of the DAX formula you can use to create the calculated column:

    Year = YEAR([Join Date])

    You can then use this calculated column to filter your data to show only the data for the selected year. To do this, select the visualizations you want to filter and add a filter to show only the data for the selected year. This will allow you to compare your data results against other outside calendar results data.

     

    How to Get Your Question Answered Quickly 

     

    If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

     

    Best Regards
    Community Support Team _ Rongtie

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.