How to exclude specific part of visual or table

[AgencyPowerBi]

Hi,

I would like to exclude specific part of data from the visual, but I get the error when doing it.

Specifically its the 2021 FY part of the table or visual.

FY and YTD are calculated group formulae.

Since YTD and FY of the current year are the same I would like to remove FY from 2021.

If I go to exclude option, I get an error. I'm guessing since it is a drilldown visual, that makes the problem.

How can I get the same table as summary table? Maybe that way I could exclude column I don't need

Thank you for the help

[v-jingzhang]

Hi @AgencyPowerBi 

You may create a calculated table from original table and measures to summarize them into below format, then use this new table to create the chart you want. 

Year Formule	Value
2020 FY	526
2020 YTD	244
2021 FY	324
2021 TYD	324

Best Regards,
Community Support Team _ Jing

[PaulDBrown]

For the Fiscal year measure, you could try:

FY new = IF(MAX(Date Table [FY]) < YEAR(TODAY()), [FY MEASURE])

Or you can hide that particular field by dragging the field boundary (though you need to turn off Word Wrap in the formatting pane).

Alternatively you can set up a Custom matrix:

https://community.powerbi.com/t5/Community-Blog/Creating-a-custom-or-hybrid-matrix-in-PowerBI/ba-p/1... 

[AgencyPowerBi]

Ok, so this is what I need.

I can do this in Excel easy, but in Power BI its been a struggle.

I need to exclude 2021 FY from the chart

Data is in table bellow

[PaulDBrown]

How are you setting up the chart? are you using 4 measures?

Here is a simple way of excluding a measure from a year as per your request.

I have two simple sum measures for sales and target. The Sum of sales is in the chart. To exclude the target value for 2021, I used:

Target excluding 2021 = IF(MAX('Date Table'[Year]) = YEAR(TODAY()), BLANK(), [Sum Target])

to get

[AgencyPowerBi]

No,

since on Colums I have Year and Calculated group Formulas.

In filter I selected only FY and YTD.

Table is result of full drill down.

That is why I think there is an error and why summary table would be better solution, if I want to exclude some information. I just don't know how to adress calculated groups in summarize functions 

[Anonymous]

Can you Show your data model or explain a bit more, Because usually FY and YTD are Columns or measures. So you could exclude them from Table/matrix. Otherwise if you have an unpivoted table where FY/ YTD are row values you can add Year slicer and a slicer for FY/YTD.

I am not 100% getting your request hope this helps.

[Shahfaisal]

Can you go to the filter section and exlcude 2021 FY?