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Regular Visitor

## DAX formula to Ignore Month from Month Year filter for a measure

Hello Everyone,

I have 2 tables, Date and FACT table as attached below :

DATE :

 Date Month Year Fiscal Start Date Fiscal End Date Fiscal Year 1/04/2022 Apr-22 1/04/2022 31/03/2023 2022/23 2/04/2022 Apr-22 1/04/2022 31/03/2023 2022/23 1/05/2022 May-22 1/04/2022 31/03/2023 2022/23 2/05/2022 May-22 1/04/2022 31/03/2023 2022/23 1/05/2023 May-23 1/04/2023 31/03/2024 2023/24 2/05/2023 May-23 1/04/2023 31/03/2024 2023/24 1/06/2023 Jun-23 1/04/2023 31/03/2024 2023/24 2/06/2023 Jun-23 1/04/2023 31/03/2024 2023/24

FACT :

 Date Division Value 1/04/2022 A 1 1/04/2022 B 2 1/04/2022 C 3 1/05/2023 A 4 1/05/2023 B 5 1/05/2023 C 6

I am using "Month Year" column in the filter. So I am getting correct value when selected April 2022 or May 2023. I want to show the value according to fiscal year and month value can be ignored.

I am using the following formula :
Metric Environment Value = CALCULATE(MAX([Value]),FILTER('Date', MIN('FACT'[Date])>= 'Date'[Fiscal Start Date] && MAX('FACT'[Date])<= 'Date'[Fiscal End Date]))

Does anyone have any idea, what can be done to show the correct value?

1 ACCEPTED SOLUTION
Community Support

You can refer to the following solution.

The samole data is the same as you have offered.

You sholuld have a relationship among the tables, the following picture is the relationship I have created.

Create a measure

``````Measure =
CALCULATE (
MAX ( 'FACT'[Value] ),
'FACT'[Date] >= MIN ( 'Date'[Fiscal Start Date] ),
'FACT'[Date] <= MAX ( 'Date'[Fiscal End Date] ),
CROSSFILTER ( 'Date'[Date], 'FACT'[Date], NONE )
)
``````

Then put the field of the fact table and the measure to the table visual.(Note:I put the date in fact table to the table visual, not the date field in Date table)

Output

Best Regards!

Yolo Zhu

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

3 REPLIES 3
Community Support

You can refer to the following solution.

The samole data is the same as you have offered.

You sholuld have a relationship among the tables, the following picture is the relationship I have created.

Create a measure

``````Measure =
CALCULATE (
MAX ( 'FACT'[Value] ),
'FACT'[Date] >= MIN ( 'Date'[Fiscal Start Date] ),
'FACT'[Date] <= MAX ( 'Date'[Fiscal End Date] ),
CROSSFILTER ( 'Date'[Date], 'FACT'[Date], NONE )
)
``````

Then put the field of the fact table and the measure to the table visual.(Note:I put the date in fact table to the table visual, not the date field in Date table)

Output

Best Regards!

Yolo Zhu

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

Super User

@Jack00711 The best approach is to add fiscal month-year for each date column and then use this new column to aggregate the data.  There are many posts on how to create a fiscal calendar or add new columns to the existing calendar to meet your fiscal period.

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Regular Visitor

Thank you for your reply. I have Fiscal Year and Month in the calender table as well. Issue is value is shown in the month of the value only not for all the months of the fiscal year.

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