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MAruna's avatar
MAruna
Icon for Helper I rankHelper I
9 months ago

Financial Year Data comparison with previous years

Hi Team,  I need help on my new requirement. I am using this Final measure : Amount Display  = VAR SelectedFY = SELECTEDVALUE(MonthData[FinancialYear]) -- Extract FY start and end VA...
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MAruna's avatar
MAruna
Icon for Helper I rankHelper I
9 months ago
After did some changes in the measures coming like this.

please help me on this issue.

Current Year Amount =
VAR SelectedFY =
    SELECTEDVALUE ( FY_Slicer[Financial Year] ) ---- Disconnected Table

VAR OptionSelected =
    SELECTEDVALUE ( YearOption[YearOption], "Current Year" ) --- Disconnected Table

VAR DivValue =
    SELECTEDVALUE ( 'Display Amount'[Divisor], 1 )  ---- Disconnected Table

RETURN
IF (
    OptionSelected IN { "Current Year", "Previous Year" }
        && NOT ISBLANK ( SelectedFY ),
    ROUND (
        CALCULATE (
            SUM ( Month Data[Amount] ),
            REMOVEFILTERS ( Month Data[Financial Year] ),
            Month Data[Financial year] = SelectedFY
        ) / DivValue,
        2
    )
)


Previous Year Amount =
VAR SelectedFY =
    SELECTEDVALUE ( FY_Slicer[Financial year] ) ---- Disconnected Table

VAR OptionSelected =
    SELECTEDVALUE ( YearOption[YearOption], "Current Year" ) --- Disconnected Table

VAR FY_Start =
    VALUE ( LEFT ( SelectedFY, 4 ) )

VAR PrevFYText =
    FORMAT ( FY_Start - 1, "0000" ) & "-"
        & FORMAT ( FY_Start, "0000" )

VAR DivValue =
    SELECTEDVALUE ( 'Display Amount'[Divisor], 1 ) ----- Disconnected Table

RETURN
IF (
    OptionSelected = "Previous Year"
        && NOT ISBLANK ( SelectedFY ),
    ROUND (
        CALCULATE (
            SUM ( Month Data[Amount]),
            REMOVEFILTERS ( Month Data[Financial Year] ),
            Month Data[Financial Year] = PrevFYText
        ) / DivValue,
        2
    )
)

 This is working fine but here in the legend selection based on the slicers section i need display like if we select 2025-2026 and selected previous year  display 
2025-2026
2024-2025 


Thanks in Advance

  • V-yubandi-msft's avatar
    V-yubandi-msft
    Icon for Community Support rankCommunity Support
    9 months ago

    Hi MAruna ,

    The behaviour you are seeing is expected. Because the visual is using two separate measures, Power BI will always display the measure names (Current Year Amount and Previous Year Amount) in the legend.

    Power BI does not support dynamically renaming legend labels for measures.

    To display the legend as

    1. 2025–26
    2. 2024–25

    FYI:

     

    The recommended solution is to use one measure for the values and place the Financial Year column in the Legend field (as shown in the repro we tested). This allows the legend to automatically use the financial year values and react to the slicer selections.

     

    I’ve attached the PBIX file for your reference. Please review it and let me know if any changes or improvements are required.

     

    Hope this helps.....

    • MAruna's avatar
      MAruna
      Icon for Helper I rankHelper I
      9 months ago

      Hi V-yubandi-msft , 

      Thanks for the help. But when i select the Financial year slicer (Ex: 2025-2026) 
      Display 2025-2026 in the legend section
      When i select previous year slicer 
      Display 2024-2025 in the legend section only

      In single column chart.

      How to acheive this.

      • V-yubandi-msft's avatar
        V-yubandi-msft
        Icon for Community Support rankCommunity Support
        9 months ago

        Hi MAruna ,

        This behavior is possible, but only if the Financial Year is sourced from a column and used in the Legend. You can use a single measure for the Amount, and slicers will control which years are displayed.

        For example

        1. Selecting 2025–2026 will show only that year in the legend

        2. Enabling Previous Year will automatically display both 2025–2026 and 2024–2025.

         

        This method allows year names to appear dynamically in the legend, since Power BI does not support changing legend text when it comes from separate measures.

         

        Thank You.