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win_anthony
Resolver III
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. 

fiscalyeartodate.png

2 ACCEPTED SOLUTIONS
V-lianl-msft
Community Support
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.

View solution in original post

win_anthony
Resolver III
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
)

View solution in original post

3 REPLIES 3
win_anthony
Resolver III
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
)
V-lianl-msft
Community Support
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.

parry2k
Super User
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.

 

 

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