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Karthik12's avatar
Karthik12
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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 ...
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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
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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

      • Anonymous's avatar
        Anonymous
        Not applicable
        3 years ago

        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