Forum Discussion

Karthik12's avatar
Karthik12
Icon for Post Patron rankPost Patron
3 years ago

Filter data with selected from date to till date

Dear Team,

We are following fiscal year calender and which will start and end date of the month will vary month to month.

So, i wish to fix the start date of the filter and end date is always till date (today)

 

Is it possible to apply a filter with customized start date to till today (ex 26th Nov 2022 to till date) ?

I want to filter a date from 26th Nov 2022 to till today. This data has 

6 Replies

  • Karthik12 , if that is for YTD you can pass date in YTD

     

    You need to pass the end date, means 11/25(Start accumulative from 11/26)

     

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"11/25"))

     

    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-bd52912a5bd4
    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.

    • Karthik12's avatar
      Karthik12
      Icon for Post Patron rankPost Patron

      Hi amitchandak 

      Thanks for your reply.

      My requirement is I have 2 tables. One is having plan for this month till 31st dec. Second is actual produced till date.

      Since my monthly calender for this month starting from 26th Nov 2022, I would like  have MTD plan vs actual.

       

      Current, I need to set my filter daily for plan only to from "After 26th to before today"

      I wish this filter should only once in a month for starting date. rest should to automatic like till date should update day by day automatically.

       

      Can you support ?

       

       

       

      • Karthik12's avatar
        Karthik12
        Icon for Post Patron rankPost Patron

        amitchandak 

        Can you please support? It would be appreciable if we find solution for my report. I am struggling with point for long time.