Previous Month, Previous Qtr, Previous FISCAL Year in CARD Visualization

[Gururajv007]

Dear Expert - Need your advice to get the savings for Fiscal Year (  Previous Month, Previous Qtr, Previous Year ) in CARD Visualization at the same time. ( Irrespective of any filter ) Snapshot below fyr.

[v-yiruan-msft]

Hi @Gururajv007 ,

You can refer the content in the following links to achieve it:

Create Fiscal Columns

Power BI DAX: SAMEPERIODLASTYEAR, PARALELLPERIOD and DATEADD 

PREVIOUSDAY, PREVIOUSMONTH, PREVIOUSQUARTER, PREVIOUSYEAR

Best Regards

Rena

[Gururajv007]

HI Rena - Thanks for your reply

I have already captured the previous month, Previous qtr, & year data already in table view including the % of change. You can see my snapshot but I want all the three should be in the CARD Visualization not in the table view visual.

[v-yiruan-msft]

Hi @Gururajv007 ,

Can't these existing measures (previous month, Previous qtr, & year) be used to create card visuals? Or card visuals can't display the correct data when put those meausures on the card visuals?

Best Regards

Rena

[Gururajv007]

Thanks for your reply Rena - If I keep all Three cards together, Previous month, Previout Qtr, Previous fiscal year, when I change the year filter, it will change automatically, which I dont want.

[v-yiruan-msft]

Hi @Gururajv007 ,

I'm not sure if I understand your requirement correctly... You want the returned value of Previous month, Previout Qtr, Previous fiscal year is static, they will not be changed by the filter or slicer selection? Could you please provide some examples to explain your desired result and the formulas of these measures(Previous month, Previout Qtr, Previous fiscal year)? Thank you.

Best Regards

Rena

[amitchandak]

@Gururajv007 , I am assuming you already sorted MOM, QOQ and YOY. All-time intelligence function needs a date means slicer.

If there is no slicer of page level filter(Date <=today), then it take end date of the calendar or table. Table of date which has been passed to datesytd, datesqtd or datesytd.

So either control it at page level or at slicer level or stop calendar at today

date = calendar(date(2017,01,01), Today())

refer these

FY Calendar - https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calend...

Power BI — YTD
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
Power BI — QTD
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
Power BI — MTD
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.