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RandomUser06
Frequent Visitor

Displaying current FY

I have a report im building and i need to display the current fy. The way i have set up my report is that it has a bunch of visuals and 2 slicers. One to choose years betweeen 2019-2023 and one that show FYTD( Monthly view for the current year) and All FY( details for years betweeen 2019-2023. 

 

For the FYTD button im trying to create a measure so that it always looks aty the most current fy to ensure its future proof. The way my datatset is structured for the date is that there are 2 seperate coulumns. One for the year and the other for the month. The measure could be a like a max funtion to look at the max number for the year coulumn like if MAX(FY) == FY). However not sure about this and i require some assistance. 

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@RandomUser06 , I assume you have date table in that date table you can create Current FY

 

example a new column flag=

if(Max(Table[FY]) = [FY], "Current FY", [FY]) // Assumes FY is sortable

 

This you can save on current FY to show date fo current FY

 

or create a measure

New measure =

var _date = maxx(allselected(Date), Date[Date]) // or use Today()

var _fy = maxx(filter(allselected(Date),Date[Date] =_max), Date[FY])

return

calculate(Sum(Table[Value], filter(Table, Table[FY] = _fy) )

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1 REPLY 1
amitchandak
Super User
Super User

@RandomUser06 , I assume you have date table in that date table you can create Current FY

 

example a new column flag=

if(Max(Table[FY]) = [FY], "Current FY", [FY]) // Assumes FY is sortable

 

This you can save on current FY to show date fo current FY

 

or create a measure

New measure =

var _date = maxx(allselected(Date), Date[Date]) // or use Today()

var _fy = maxx(filter(allselected(Date),Date[Date] =_max), Date[FY])

return

calculate(Sum(Table[Value], filter(Table, Table[FY] = _fy) )

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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