Display this week & this month's data filter/Flag

[tmears]

Hi

I would like to put a marker in my Calander table which will change dynmaicly according to the present date.  I would like a marker for today, this week, this month, this quater and year. 

I have in my calanader table our fiscal year, with correct data, but would like a marker (indicator) so i can use this on Visual level Filters

I am sure this will be very easy for someone more experience than this learner (ME)!!!

Many thanks

Tim

[Greg_Deckler · Accepted solution]

Generally this is done with an "IsToday" kind of column. So, assuming that you have a Calendar/Date table like:

Date

1/1/2017

You could build a column like:

IsToday = IF(DAY([Date]) = DAY(TODAY()) && MONTH([Date]) = MONTH(TODAY()) && YEAR([Date]) = YEAR(TODAY()),1,0)

There are variations on this theme depending on your data format but this is the general gist of things. Your other flags would be similar formulas.

[tmears]

Brilliant many thanks

i also have a calcualted column with our fiscal year and fiscal quarter calcualted, would i be able to use this to return wether today in in the present fiscal year and fiscal quarter??

Thanks so much for your help

Tim

[Greg_Deckler]

I can't imagine why not, is the calculated column in the Query Editor or a DAX column? And what are the formulas?

[tmears]

its a dax column, i have the following columns:

FiscalMonth = (If( Month([Date]) >= 4  , Month([Date]) - 3,Month([Date]) + 9 ))

FiscalYearNumber = If( Month([Date]) >= 4  , Year([Date]),Year([Date]) -1 )

FiscalYearDisplay = "FY"&Right(Format([FiscalYearNumber],"0#"),2)&"-"&Right(Format([FiscalYearNumber]+1,"0#"),2)

FiscalQuarterNumber = ROUNDUP([FiscalMonth]/3,0)

FiscalQuarterDisplay = "FQ" & format([FiscalQuarterNumber],"0")

[Greg_Deckler]

OK, so for FiscalMonth, I believe you would have something like:

IsFiscalMonth = 

VAR fiscal_month_today = If( Month(TODAY()) >= 4  , Month(TODAY()) - 3,Month(TODAY()) + 9 )

RETURN IF(fiscal_month_today = [FiscalMonth],1,0)

[tmears]

thanks, thats works, but what i really need to see is if it is within the present fiscall quarter.  The end goal is to have total sales, but then put a visual filter on that it  to return if it within the present fiscall quarter, therfore on the 1st of April, this will reset to zero sales and start again.  Hope that makes sense

our qtr 4 is Jan, Feb and March

Really appriciate your help

Tim

[Greg_Deckler]

OK, maybe I'm not understanding, but I think all you would need to do would be to set the visual filter to "IsFiscalMonth = 1" and you would have what you are looking for. I probably should have called that metric "IsCurrentFiscalMonth". Basically, if you are calculating FiscalMonth for the dates in your date column, that formula should return 1 for every date in the date table that has the same FiscalMonth as today's date. I *think*! If not, let me know what you are seeing.

[tmears]

That's correct but I need fiscal quarter not month, sorry might have explained poorly

[Greg_Deckler]

Here's a go at that one:

IsCurrentFiscalQuarter = 

VAR fiscal_month_today = If( Month(TODAY()) >= 4  , Month(TODAY()) - 3,Month(TODAY()) + 9 )

VAR fiscal_quarter_number_today = ROUNDUP(fiscal_month_today/3,0)

VAR fiscal_quarter_display_today = "FQ" & FORMAT(fiscal_quarter_number_today,"0")

RETURN IF(fiscal_quarter_display_today = [FiscalQuarterDisplay],1,0)

[tmears]

you are an absoltule star, my only problem now is that as the date table is across multiple year it idnetifies the correct fiscal quarter but identify all QTR4's in all year ie 2014,2015,2016,2017,

I feel i am taking liabilities abit now so will try and do some more research to work out if i can work this final problem out myself, as dont want to take advantage of your good nature,!!! thank you so much for your help

Tim

[Greg_Deckler]

IsCurrentFiscalQuarter = 

VAR fiscal_month_today = If( Month(TODAY()) >= 4  , Month(TODAY()) - 3,Month(TODAY()) + 9 )

VAR fiscal_quarter_number_today = ROUNDUP(fiscal_month_today/3,0)

VAR fiscal_quarter_display_today = "FQ" & FORMAT(fiscal_quarter_number_today,"0")

RETURN IF(fiscal_quarter_display_today = [FiscalQuarterDisplay] && YEAR([Date]) = YEAR(TODAY()),1,0)

Just a bit of a combination of the previous few formulas. 🙂

[tmears]

you are a legend!!  thank you so much,