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Axiomite's avatar
Axiomite
Icon for Resolver II rankResolver II
5 years ago
Solved

Show dates in current Financial Year (only) when comparing YOY

Hi there, Need some help on visuals, I only want to display months in the current financial year up until the current month. I would like to see YOY but the max date must be the current month and th...
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  • Axiomite's avatar
    Axiomite
    5 years ago

    Thanks Calvin69 for the reply.

    Ive managed to solve it by creating a Financial Year Month Number, sorting my date table's month column with Financial Year Month Number. 
    I then create measures for previous Year -1 and before previous year -2, and obviously Current year.

    So the graph then contains the following fields:
    Axis is the sorted Month table
    Values the measure for current, PY and PY2
    I then filter the graph on my date using relative date to only show "is in this" year. 

    This seems to work. If anyone is interested in a more detailed explanation I am happy to provide more details. 

     

    Kind regards

Calvin69's avatar
Calvin69
Icon for Helper III rankHelper III
5 years ago

Morning Axiomite ,

The only way I can think of getting around this is by playing around my date table "Assuming you are using one"

I have created the following date table and used it within my visuals and it kind of worked:

Date = 
ADDCOLUMNS (
CALENDAR (DATE(2019,1,1), TODAY()),
"DateAsInteger", FORMAT ( [Date], "YYYYMMDD" ),
"Year", YEAR ( [Date] ),
"Monthnumber", FORMAT ( [Date], "MM" ),
"YearMonthnumber", FORMAT ( [Date], "YYYY/MM" ),
"YearMonthShort", FORMAT ( [Date], "YYYY/mmm" ),
"MonthNameShort", FORMAT ( [Date], "mmm" ),
"MonthNameLong", FORMAT ( [Date], "mmmm" ),
"DayOfWeekNumber", WEEKDAY ( [Date] ),
"DayOfWeek", FORMAT ( [Date], "dddd" ),
"DayOfWeekShort", FORMAT ( [Date], "ddd" ),
"Quarter", "Q" & FORMAT ( [Date], "Q" ),
"YearQuarter", FORMAT ( [Date], "YYYY" ) & "/Q" & FORMAT ( [Date], "Q" ),
"TESDATE", FORMAT ( [Date], "dd/MM/YYYY")
)

Result:

 

Hope this helps

H

  • Axiomite's avatar
    Axiomite
    Icon for Resolver II rankResolver II
    5 years ago

    Thanks Calvin69 for the reply.

    Ive managed to solve it by creating a Financial Year Month Number, sorting my date table's month column with Financial Year Month Number. 
    I then create measures for previous Year -1 and before previous year -2, and obviously Current year.

    So the graph then contains the following fields:
    Axis is the sorted Month table
    Values the measure for current, PY and PY2
    I then filter the graph on my date using relative date to only show "is in this" year. 

    This seems to work. If anyone is interested in a more detailed explanation I am happy to provide more details. 

     

    Kind regards

    • Calvin69's avatar
      Calvin69
      Icon for Helper III rankHelper III
      5 years ago

      Cool Axiomite ,

      Please do mark this as resolved if you require no further help with it.

      Kind regards

      H