Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
Anonymous
Not applicable

How to show the Units only has records in previous fiscal years not the new once add in current Fy

Hello All, 

I have to show active units which are present in the previous Fiscal year but not to show the new once which are just added in the current fiscal year. 

Unit ID 

Service Date (calendar date)

4879

01-02-1999 

4465

08-01-2002

4879

05-02-2022

6956

10-05-2022

4465

08-15-2022

 

now as our Fiscal year is from July to June (for FY2023 it will be July 2022 to June 2023) service date format is mm-dd-yyyy

I am not supposed to take the 6956 unit into consideration, I only need to show the rest of them

1 REPLY 1
amitchandak
Super User
Super User

@Anonymous , Create a date table with fiscal years, and you should be able to use datesytd ain place datesmtd in the first link and use logic of new, retain and lost etc

Customer Retention Part 1:
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/ba-p/1361529
Customer Retention Part 2: Period over Period Retention:https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-2-Period-over-Period-Retention/ba-p/1377458

 

Customer Retention with Dynamic Segmentation, New/Lost/Retain Customer Count: https://youtu.be/EyL7KMw877Q

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.

Users online (4,250)