Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
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.
Solved! Go to Solution.
Hi @Jack00711
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.
Hi @Jack00711
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.
@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.
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
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.
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
107 | |
105 | |
88 | |
74 | |
66 |
User | Count |
---|---|
126 | |
111 | |
100 | |
83 | |
71 |