Forum Discussion
Simple Date Filtering when Multiple Contexts are Required
MattAllington I came up with a solution (using stuff I had learned from PowerPivotPro). I created disconnected slicers for Fiscal Year and Period that set the "current period" of the report page. Then, using CALCULATE, I created a Period measure and a Rolling 13 Period measure. It all comes together on the report when combining the rolling measure and the date dimension to show the trend over time. A full blog post would be needed to completely explain the method.
I would continue using what you have as a "snapshot" of the current state. Then create another report for different periods. What I have done in the past is to take a month column eg YYMM and the create a calculated column off this month column. Return "Current Month" if it is the current month, or YYMM if it is not the current month. That way they get the latest month all the time, but can go back and look at previous months too.
MattAllington I came up with a solution (using stuff I had learned from PowerPivotPro). I created disconnected slicers for Fiscal Year and Period that set the "current period" of the report page. Then, using CALCULATE, I created a Period measure and a Rolling 13 Period measure. It all comes together on the report when combining the rolling measure and the date dimension to show the trend over time. A full blog post would be needed to completely explain the method.