Hi Experts! I have a data model below. Date and Fact tables are not related. I need help in checking why the Same Qtr PY Actual column is not showing the right value. I am using this measure to get the actual value from previous year same quarter.
Also, I would assume that if I extend the dataset with another grouping, this will apply the same calculation.
Thanks in advance!!!
Solved! Go to Solution.
@Ashish_Mathur - thanks for your help, I was able to apply it with my data model. Just one question, what if I need to compare the previous year against the current year to date only? Same goes with previous quarter against current quarter to date?
Say FY22-Q1 vs Fy23-Q1 and today is let say Aug 12. Then, it should compare the FY22-Q1(Aug 12) to FY23-Q1(Aug 12) only. I hope that explains what we are looking for.
I am not clear at all. Share some data, show the expected result.
Hi @Ashish_Mathur - apologies for the late reply.
Below shows of how we would like to calculated the Quarter to Date
|Segment Group||Fiscal Year||Fiscal Quarter||Fiscal Date||Values|
|(Expected Output is that is should only compare the values in red rows because the current fiscal quarter is only up to August 15th.|
PROBLEM IS, we don't have the Fiscal Date column in the dataset.
Hope that helps.
I am still struggling to understand your question. I am sure, someone else will help you.
Here's for the date table:
Sure @Ashish_Mathur . Please see data attached below:
NOTE: My Fiscal Year starts on July 1st and and June 30, thus show the date table below.
|Segmentation||Fiscal Year||Fiscal Quarter||Actual|
|SMC - Scale||FY22||FY22-Q1||28749|
|SMC - Scale||FY22||FY22-Q2||28128|
|SMC - Scale||FY23||FY23-Q1||258|
@Ashish_Mathur - you just saved me a ton of time! exactly what I'm looking for. I'll apply those steps in my actual pbi file now. Thanks a lot!
Why are the tables not related. There should definitely be a relationship (Many to One and Single) between the Date column in your Data Table to the Date column in the Calendar Table. In the Calendar Table, create caclualted columns for Year, Month name, Month number and Quarter. To your visuals, drag the Date dimenstions from the calendar Table.
@Ashish_Mathur - thanks for the reply. I only have the Fiscal Quarter(FY22-Q1), and Fiscal Year(FY22) columns in the data table right now. So, I can use the Fiscal Quarter column to relate the tables?
Using whatever columns you have, we will first have to create a proper Date column and then build a Calendar Table from here. Share the months which each quarter covers and also your PBI file.
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