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Stuznet's avatar
Stuznet
Helper V
7 years ago

Filter By Year Dynamically

Hi,   I ran into a dead end that I like my graph display the Year from Current Year and to the following 5 consecutive year (2018-2022) dynamically without having me filter or slice it manully each...
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marcoslopez's avatar
marcoslopez
Helper I
7 years ago

Hi Stuznet, you could create a calculated column that shows 0 if year(date) < year(today) and the value with future dates.

Hope this help you, apologies for my bad english :smileyhappy:

Best Regards, Marcos

Stuznet's avatar
Stuznet
Helper V
7 years ago

marcoslopezthank you for your input. I tried your suggested function.

Column = IF(YEAR([Date]) < YEAR(TODAY()),1,0)

I'm getting the same result as it shown on the chart from above. 

  • marcoslopez's avatar
    marcoslopez
    Helper I
    7 years ago

    That I said was sth like having Column Total Invoices then 
    New Calculated Column:
    Total Estimated Invoices =
        if (
             year(InvoiceDate) >= year( today() );
             Total Invoices;
             0
            )

    • Stuznet's avatar
      Stuznet
      Helper V
      7 years ago

      marcoslopezI tried that and it giving false result.

      Column = IF(YEAR([Date]) >= YEAR(TODAY()),[Total],0)

      • PJHos's avatar
        PJHos
        Advocate I
        3 years ago
        Last 6 Years Filter = IF(AND(YEAR([Date]) >= YEAR(TODAY()) - 6,YEAR([Date}) <= YEAR(TODAY()) + 2), YEAR([Date}), 0 )
         
        this is what iwe have to create a dynamic filter that looks at previous 6 years and future 2 years. Future dates as i use it in a forecast graph. Add it as a calculated column and apply as a filter, conditions for filter = 'is not 0'
  • v-yulgu-msft's avatar
    v-yulgu-msft
    Microsoft Employee
    7 years ago

    Hi Stuznet,

     

    Please add below measure to visual level filters and set its value to 1.

    CheckMeasure =
IF ( YEAR ( SELECTEDVALUE ( Table[Date] ) ) >= YEAR ( TODAY () ), 1, 0 )


    Best regards,

    Yuliana Gu

    • Stuznet's avatar
      Stuznet
      Helper V
      7 years ago

      v-yulgu-msftI've tried the function you provided, unfortunately it is not the result I'm looking for. 

      I filtered is "1".

      .

       

      I would like to see the result from 2018 to 2023 like it shown below the chart.

       

      And so for next year start from 2019 to 2024. 

       

      Thank you for your help.

      • v-yulgu-msft's avatar
        v-yulgu-msft
        Microsoft Employee
        7 years ago

        Hi Stuznet,

         

        Please change the X-axis type from categorical to continuous for a test. If it still doesn't work, please share your .pbix file so that I can check for you.

         

        Regards,

        Yuliana Gu