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Murphy
Frequent Visitor

Creating a Slicer in a complex FY Calendar

Hello,

 

The company I work for has a complex  FY calendar which it just doesn't start in July but also the day it starts is based on a 4-4-5 weeks grouping into a month for that quarter. Just to elaborate more Jul - 4 weeks, Aug - 4 weeks and Sep 5 - week and this repeats itself. So in the month of Aug it will contain dates from Jul. I'm not sure if DAX Calendar has an automated solution to this but what I did was build an excel and gave it the naming according to the above months. 

Below is the excelm, as you can  see it has the date FY month,  FY Year and FY quarter.

 

Murphy_0-1629354559946.png

 

I would like to create a filter or slicer for YTD, QTD and MTD. Creating a slicer based on Yearstart, QuarterStart and MonthStart won't work here so instead I would like to create a slicer based on Today's Date to determine which year, quarter and month it is in. 

For example if the today's date is 7/28/2021 the FY Month will be 8/1/2021 for the measure I will just have to put in a filter to filter out anything less than and equals to TodayDate. 

Any Idea how to build a slicer to lookup based on Todays' Date to the FY Year,  FY Quarter and FY Month?

 

Thank you in advance.

 

Regards

Murphy  

 

 

 

2 REPLIES 2
amitchandak
Super User
Super User

@Murphy , Try this for MTD, same way you can get QTD and ytd

 


var _min = minx(filter('Date', 'Date'[Date] = today()),[FY Month])
var _st = minx(filter('Date', [FY Month]= _min),[Date] )
return
calculate(sum(Table[Value]), filter(all('Date') 'Date'[Date] >=_st && 'Date'[Date] = Today()))

 

Change _min and _st

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Hi @amitchandak  

 

Other than making this as a measure am I able to make so I want this to be a dynamic filter?

Like i can put this as a filter and I can filter around MTD, QTD and YTD?

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