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 ...
Need Help
amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
3 years ago

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
    3 years ago

    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
      3 years ago

      amitchandak 

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

      • Anonymous's avatar
        Anonymous
        Not applicable
        3 years ago

        Hi Karthik12,

        Can you please share a pbix or some dummy data that keep the raw data structure with expected results? It should help us clarify your scenario and test to coding formula.

        How to Get Your Question Answered Quickly  

        Regards,

        Xiaoxin Sheng