Custom Date drop down slicer

[sid-agarwal]

(this [image above] was made by someone within my org, I dont know who)
I want to make a date slicer with a view like shown above where customers can choose which fiscal year (FY) (not in sync with calendar year, ours start in May and ends in April), which quarter of the FY, or month of the FY in their options, and can also choose to select the date (custom). 
I have two tables connected to the power bi, but I think I need to make a new DATE table and create a relationship between that DATE table to my two tables and do some work from there.

Kindly advise the best way and easiest way to create this kind of slicer. Tag me in your replies if possible so that I get a notification of your reply. Thanks.

[ToddChitt · Accepted solution]

@sid-agarwal 

Can you not simply add additional attributes to your existing Date Dimension table. Like attribute for Fiscal Year, Fiscal Quarter, etc. Then set up a Hierarchy in that Date Dimension of the Fiscal Year/Quarter/Month/Date.

Oh, and we really don't need to tag you in replies. You should get notifications of any replies regardless 🙂

[Anonymous]

Hi @sid-agarwal,

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please "Accept  as  Solution" and give a 'Kudos' so other members can easily find it.

Thank you,
Pavan.

[Anonymous]

Hi @sid-agarwal,

I hope this information is helpful. Please let me know if you have any further questions or if you'd like to discuss this further. If this answers your question, kindly "Accept  as  Solution" and give it a 'Kudos' so others can find it easily.

Thank you,
Pavan.

[Anonymous]

Hi @sid-agarwal,

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please "Accept  as  Solution" and give a 'Kudos' so other members can easily find it.

Thank you,
Pavan.

[sid-agarwal]

@Ritaf1983 

I watched the videos but did not understand much. 

So what I see from the visuals below is that this person is using chiclet slicer and grouping somehow to show the fiscal year, fiscal month, fiscal quarter and that is filtering down the next slicer accordingly. So if someone click on the radio button "Year" - the drop down below only shows Fis Years. If they select "Quarters" it shows breakdown by quarter, so on so forth. Here are the screenshots to explain - 

Another thing I noticed when I tried to personalize the visual is also screenshot below - 

Can you @Ritaf1983 and @ToddChitt or anyone help to understand?
My customer is asking to make a filter just like this in the new dashboard.

[Anonymous]

Hi @sid-agarwal,

Thank you for reaching out in Microsoft Community Forum.

Thank you @Ritaf1983 , @ToddChitt  for the helpful response.

Please follow below steps to resolve the issue;

1.Add a Date table with fiscal year, fiscal quarter, and fiscal month columns. Connect it to your data model.

2.Use the Chiclet Slicer visual from the Power BI marketplace to display "Year", "Quarter", and "Month" as slicer options.

3.Create DAX measures to dynamically filter the options shown in the second slicer based on the first slicer's selection (e.g., show Fiscal Year when "Year" is selected).

Please continue using Microsoft Community Forum.

If you found this post helpful, please consider marking it as "Accept as Solution" and give it a 'Kudos' to help others find it more easily.

Regards,
Pavan.

[sid-agarwal]

@Ritaf1983 I will watch the videos, thank you. Will post any questions if I have after watching.

@ToddChitt I am not sure if I understood your solution, can you please give more details?
And regarding tags, I use to get emails when a reply was posted to my questions, but for some reason I dont get those emails anymore.

[Ritaf1983 · Accepted solution]

Hi @sid-agarwal 
To achieve a wanted filtering functionality you need 2 things :
1. Fiscal calender , there are many guides of how to create it , for example :
https://www.youtube.com/watch?v=Lt_nNLQz0IE&t=7s

2. To add a column to the created column which will check if the date is in current fiscal year and if yes it will giive a text "Current fiscal year" if no the original fiscar year.
The guide for creating the needed logic :
https://www.youtube.com/watch?v=um0dTXZhuek

just adopt it for your fiscal year calender

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

[ToddChitt · Accepted solution]

@sid-agarwal 

Can you not simply add additional attributes to your existing Date Dimension table. Like attribute for Fiscal Year, Fiscal Quarter, etc. Then set up a Hierarchy in that Date Dimension of the Fiscal Year/Quarter/Month/Date.

Oh, and we really don't need to tag you in replies. You should get notifications of any replies regardless 🙂