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mm_4062
Frequent Visitor

Dynamic Date Selection for X-Axis - Include Fiscal Year & QTR options

I am using this code:

Dynamic Date Selections = UNION(ADDCOLUMNS(CALENDAR(MIN('Date Table'[Date]),MAX('Date Table'[Date])),"Visual Date",DATE(YEAR([DATE]),MONTH([Date]),1),"Type","Monthly","Order",1),ADDCOLUMNS(CALENDAR(MIN('Date Table'[Date]),MAX('Date Table'[Date])),"Visual Date",DATE(YEAR([DATE]),1,1),"Type","Yearly","Order",2))
 
To create a table that looks like:
DateExample.png
 
 
 
 
 
 
 
 
 
 
 
 
 
 
and an X-Axis date display selction tool that looks like:
DateTypeExample.png
 
 
 
 
 
 
Graph Ex.png
 
 
 
 
 
I am trying to add addtional options, such as Quarter (calendar year), Fiscal Year (July-Jun) and Fiscal QTR.  I have a date table with these options, but cannot figure out how I can add it to my options for the X-Axis dates.  Please help!
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@mm_4062 , Use the column in a date table joined with the date of your table, Try to create a field parameter for the Dynamic X axis

 

https://amitchandak.medium.com/power-bi-field-parameters-a-quick-way-for-dynamic-visuals-fc4095ae9af...

 

 

Calendar = Addcolumns(calendar(date(2020,01,01), date(2021,12,31) ), "Month no" , month([date])
, "Year", year([date])
, "Month Year", format([date],"mmm-yyyy")
, "Month year sort", year([date])*100 + month([date])
, "Qtr Year", format([date],"yyyy-\QQ")
, "Qtr", quarter([date])
, "Month",FORMAT([Date],"mmmm")
, "Month sort", month([DAte])
, "Is Today" ,if([Date]=TODAY(),"Today",[Date]&"")
, "Month Type", Switch( True(),
eomonth([Date],0) = eomonth(Today(),-1),"Last Month" ,
eomonth([Date],0)= eomonth(Today(),0),"This Month" ,
Format([Date],"MMM-YYYY") )
,"Year Type" , Switch( True(),
year([Date])= year(Today()),"This Year" ,
year([Date])= year(Today())-1,"Last Year" ,
Format([Date],"YYYY")
)
)

 

 

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

 

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View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@mm_4062 , Use the column in a date table joined with the date of your table, Try to create a field parameter for the Dynamic X axis

 

https://amitchandak.medium.com/power-bi-field-parameters-a-quick-way-for-dynamic-visuals-fc4095ae9af...

 

 

Calendar = Addcolumns(calendar(date(2020,01,01), date(2021,12,31) ), "Month no" , month([date])
, "Year", year([date])
, "Month Year", format([date],"mmm-yyyy")
, "Month year sort", year([date])*100 + month([date])
, "Qtr Year", format([date],"yyyy-\QQ")
, "Qtr", quarter([date])
, "Month",FORMAT([Date],"mmmm")
, "Month sort", month([DAte])
, "Is Today" ,if([Date]=TODAY(),"Today",[Date]&"")
, "Month Type", Switch( True(),
eomonth([Date],0) = eomonth(Today(),-1),"Last Month" ,
eomonth([Date],0)= eomonth(Today(),0),"This Month" ,
Format([Date],"MMM-YYYY") )
,"Year Type" , Switch( True(),
year([Date])= year(Today()),"This Year" ,
year([Date])= year(Today())-1,"Last Year" ,
Format([Date],"YYYY")
)
)

 

 

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

 

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

I wish I had known this existed! Would have saved me so much effort, THANK YOU! Now I just have to figure out how to make my line graph not show every single date from 1990-2050 😅

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