Does anyone know a good resource for how to do this:
We have several years' worth of sales data.
Our fiscal year ends on September 30.
I want to enable users to select any years, quarters or fiscal months they wish.
And compare the most recent year filtered with the prior year.
So, if the user interface defaults to showing four years, and the user selects also June and July (middle of the fiscal year), they are expecting to see June+July 2018 sales, June+July 2017 sales and 2018 vs. 2017 (% difference). However, what Power BI does is adds up June+July for all four years.
I must be missing something, but it seems these scenarios were so much easier in QlikView. It was like it was just automatic. It's making me think Power BI is meant for dashboards or static views because it seems filtering and having the formulas work correctly is very fragile.
So, does anyone have any tips and tricks and/or know of a blog or Microsoft post or a resource that outlines how to build expressions that are robust, whether we want to show YTD latest year, vs prior year and allow uses to select discrete time slicers, also comparing latest year vs prior as desired?
