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Stefber's avatar
Stefber
Frequent Visitor
11 months ago
Solved

Modeling Solution?

I have a data file that I need to be able to filter by Fiscal Year.  The information is sorted into columns like below.  Any suggestions?   ID Current FY Prior FY Prior FY  2 Prior FY 3 1...
Need Help
  • Anonymous's avatar
    Anonymous
    11 months ago

    Hi Stefber,

     

    Thanks for the update. Glad to hear the unpivot tip helped and you were able to restructure your data! Just checking does this mean your issue is fully resolved?

     

    Thanks & Regards,

    Prasanna Kumar

Shahid12523's avatar
Shahid12523
Community Champion
11 months ago

- Use Power Query:
- Select the columns: Current FY, Prior FY, Prior FY 2, Prior FY 3
- Right-click → Unpivot Columns
- Rename the new columns to Fiscal Year Label and Amount


- Optional Enhancements:
- Add a calculated column to convert labels into actual fiscal years (e.g., if Current FY = 2025, Prior FY = 2024, etc.)
FY =
SWITCH(
[Fiscal Year Label],
"Current FY", 2025,
"Prior FY", 2024,
"Prior FY 2", 2023,
"Prior FY 3", 2022
)
- Create a slicer on FY or Fiscal Year Label

 

  • Stefber's avatar
    Stefber
    Frequent Visitor
    11 months ago

    Thanks Shahed, This seems like it would work, but it doesn't filter the data the way I need it to. I tried duplicating those columns and unpivoting the copies, but the attribute slicer isn't filtering. I want to be able to filter for Current FY or Prior FY.  Any ideas?