Forum Discussion
Period Selector - Financial Reports
Thank you for your suggestion, another pair of eyes is always appreciated. 🙂 I see what you have done there... but I`m not sure it is going to give me all the flexibility I need.
I`m using D365 F&O and have the period number in my dates table already.
While using the time measures would help, it would prevent me from being able to profile the results month to month. e.g I have visuals showing period performance and YTD performance, but I may also want to profile the results as a matrix where I have period number running across the top.
Is there anyway I can build a logic that says if
Period 1 is selected, show the data from period 1
Period 2 is selected, show the data from period 1 and 2
....
Period 12 is selected, show the data from period 1 through 12?
I would rather build the logic out using references from the dates table itself, rather than time based measures
In the past, I would have achieved this my setting the dateslicer to show data between the start of the year and the end of the period in question.
However, this was a little clunky. It is less acceptable in my current organisation as the period end date does not align with the calendar month end, so risks the user getting the selection wrong.