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Resolver III

## Fiscal Year to Date with Slicer

I have a calendar table which is set to reflect fiscal year to start September 1. Is there a way for a slicer to reflect Fiscal Year to Date? It currently has a selection for "Is In This" + "Year" but it reflects the calendar year. Any one know how to have this reflect Fiscal Year? Below is a screenshot for context.

2 ACCEPTED SOLUTIONS
Community Support

Hi @win_anthony ,

This is a built-in filtering option in the filter. You can create a measure and apply it to visual level filter.

Measure = if(max(date[date])>=[start]&&max(date[date])<=[end],1,0)

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Resolver III

@V-lianl-msft thank you for the advice. I put a twist to your solution and created a calculated column. This ended up with the best result for my case.

``````Fiscal Year to Date =
var fiscalStartofYear = 'Calendar'[Fiscal StartOfYear]
var fiscalEndofYear = 'Calendar'[Fiscal EndOfYear]

RETURN

IF(
MAX( 'Calendar'[Date] ) >= fiscalStartofYear
&&
MAX( 'Calendar'[Date] ) <= fiscalEndofYear
, 1
, 0
)``````
3 REPLIES 3
Resolver III

@V-lianl-msft thank you for the advice. I put a twist to your solution and created a calculated column. This ended up with the best result for my case.

``````Fiscal Year to Date =
var fiscalStartofYear = 'Calendar'[Fiscal StartOfYear]
var fiscalEndofYear = 'Calendar'[Fiscal EndOfYear]

RETURN

IF(
MAX( 'Calendar'[Date] ) >= fiscalStartofYear
&&
MAX( 'Calendar'[Date] ) <= fiscalEndofYear
, 1
, 0
)``````
Community Support

Hi @win_anthony ,

This is a built-in filtering option in the filter. You can create a measure and apply it to visual level filter.

Measure = if(max(date[date])>=[start]&&max(date[date])<=[end],1,0)

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Super User

@win_anthony out of the box relative date filter works with calendar year, you have to design your own logic for fiscal year to filter the data.

Learn about conditional formatting at Microsoft Reactor

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