Relationships Calendar year vs Policy Year

[Anonymous]

I have a data model that relies on filtering by calendar year and policy year (date created to date expiration), which is all tied together through a policy number.

I am having trouble filtering out items that belong in a calendar year and policy year, because these are two metrics, will it be best practice to create another data set? how do i build the relationship ?

thanks

[dax]

Hi jdhemic,

You could refer to @parry2k 's suggestions. Or you also could inform me the detailed design requirement(sample and expected output), then we will help you more correctly.

Please do mask sensitive data before uploading.

Thanks for your understanding and support.
Best Regards,
Zoe Zhi

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[parry2k]

@Anonymous you don't need to have duplicate dataset, so you have will have relationship with same date table, one relationship will be active and otehr inactive, for inactive relationship you need to use userelationship function in measures to make it active and then it will work.