Filter data with selected from date to till date

[Karthik12]

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 

[amitchandak]

@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"))

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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.

[Karthik12]

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]

@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]

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

[Karthik12]

Hi @Anonymous 

My sharing file with you in below link. I would like to filter this data from Selected start date to till today date. i,e from 26-11-2022 as selected date to till date 09-12-2022. Till date for tomorrow has to change automatically to 10-12-2022 and continues.

https://vontier-my.sharepoint.com/:u:/g/personal/karthikeyan_palanisamy_gilbarco_com/EfCAHlQxd3VDr-EGh4OxXsABwhJ8qKeH9Y0pLoVuBV8HoQ?e=8gEM1X

[Anonymous]

HI @Karthik12,

I can't access the file from share link, can you please fix this?

If you mean to achieve custom filter effect to your records, you can write a measure formula to extract the selection(create an unconnected table with date value as source of slicer) and compare with current date and today function to returns flag. Then you can use it on ‘visual level filter’ to filter records.

formula =
VAR currDate =
    MAX ( Table[Date] )
VAR selected =
    MAX ( NewTable[Date] )
RETURN
    IF ( currDate >= selected && currDate <= TODAY (), "Y", "N" )

Regards,

Xiaoxin Sheng