Forum Discussion
mvgust
Helper III
Helper IIICurrent FY page filter
I have a date table which includes a fiscal year column - "FYXX" as well as a standard date column. I need to set a page filter on a report so it is displaying FYTD date on my visuals. I need this to automatically switch to the next fiscal year when we switch from FY20 to FY21.
I'm guessing I need to add some sort of flag column but I can't wrap my head around how I would do this?
Thank you.
mvgust , Try like
Is FY = if(startofyear('Date'[Date],"3/31")<=TODAY() && endofyear('Date'[Date],"3/31")>=TODAY(),1,0)
4 Replies
- nickyvv
Most Valuable Professional
If you have column called Current FY in the date table that would work.
And for the TOTALYTD function, the 4th argument is actually the <year_end_date>, which you can use to change it to the FY-end.
https://docs.microsoft.com/en-us/dax/totalytd-function-dax
mvgustI don't know if I explained myself clearly. I need to add a flag column, possibly to the date table? I need to compare today's date and determine based on today's date is it in the current fiscal year (based on my fiscal year column in the date table). If it is then it's a 1 if not then it's a 0.
- amitchandak
Super User
mvgust , Try like
Is FY = if(startofyear('Date'[Date],"3/31")<=TODAY() && endofyear('Date'[Date],"3/31")>=TODAY(),1,0)
