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Bonkers
Frequent Visitor

Date-Slicer filters order-values from previous fiscal year

Hey community, 

currently im struggeling with my date-slicer. By choosing an Fiscal-Year my visual does not show me the order-values from the previous fiscal-years. In my case, I need to display which orders from previous fiscal years are still active and have outstanding amounts for invoicing. Do you have any best practises or have any experience /ideas which you want to share with me? 

 

Here some Information concerning my semantic model:

Datasource = SQL-Database which contains raw tables from an ERP System. The tables always show the current status and no history of the data is provided. (Reference Slow Change-Type 1)

Data-Model = Multiple Star-Schema (all facttables references to the sames dimensions with surrogated keys)

Tables = 

DimensionsFacts

dim_businessline

dim_calendar (created via DAX)

dim_parts

dim_employee

dim_order

dim_invoice

dim_packingslips

f_orderitems

f_invoiceitems

f_packingslipitems

 

 

1 REPLY 1
amitchandak
Super User
Super User

@Bonkers , with help from the calendar/date table you can use measures like

Financial year ending 3/31
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"3/31"))

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

 



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