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matrix_user
Helper III
Helper III

DYNAMIC SLICER - Period

Hello,

 

For more than a week...

 

I have been on a task to create a dynamic slicer that can show  daily, weekly, monthly, quarterly, yearly and financial year periods.

 

I have tried everything I could read here on these community pages as well as you tube videos. I have post here https://community.powerbi.com/t5/DAX-Commands-and-Tips/Slicer-not-categorizing-properly-unable-to-di... but as much as I could apply.. I have struggled.

 

I am now desperate... is there anyone kind enough to provide me with a Power BI sample that has such a slicer.

 

Please contact me here or privately.

 

I could do with a solution.

 

Regards

4 REPLIES 4
v-shex-msft
Community Support
Community Support

HI @matrix_user,

You can look at the following links about dynamic segmentation and dynamic attribute report if helps:

Dynamic segmentation – DAX Patterns

Dynamic Attributes In A Power BI Report 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

Hi v-shex-msft

 

Thank you for those links... where exactly are they talking about date periods? They refer to catogories and I failed to see any date periods. Slice by day, week, month, quarter, year fy year and ytd. 

 

Can anyone really help?

matrix_user
Helper III
Helper III

Seriously amitchandak...

Not helpful at all...all that bunch of cut and paste DAX. Im looking for daily, weekly, monthly, quarterly, yearly and financial year periods. Couldn't find anything relevant in any of your posts. Cheers.

amitchandak
Super User
Super User

@matrix_user , refer i have given quite a few calculations here

https://medium.com/chandakamit/power-bi-when-i-felt-lazy-and-i-needed-too-many-measures-ed8de20d9f79

 

 

Additional version of same formula used in blog

 

Switch Period =
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _max =
SWITCH(SELECTEDVALUE(Period[PeriodType],"MTD"),
"YTD",_max1,
"FYTD",_max1,
"QTD",_max1,
"MTD",_max1,
"This Month",eomonth(_max,0),
"LMTD",date(Year(_max), month(_max) -1, Day(_max)),
"Last Month",eomonth(_max,-1),
"WTD", _max1,
"Cumm",_max1,
"Rolling 3", _max1,
"Rolling 6", _max1,
"Rolling 12",_max1,
"Rolling 7 Day",_max1,
"Yesterday",_max1-1,
BLANK())

var _min =
SWITCH(SELECTEDVALUE(Period[PeriodType],"MTD"),
"YTD",eomonth(_max,-1*MONTH(_max))+1 , //FY April -March
"FYTD",if( Month(_max) <4 , date(year(_max)-1,4,1) ,date(year(_max),4,1)), //FY April -March
"QTD",eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1,
"MTD",eomonth(_max,-1)+1 ,
"This Month",eomonth(_max,-1)+1 ,
"LMTD",eomonth(_max,-1)+1,
"Last Month",eomonth(_max,-1)+1,
"WTD", _max -WEEKDAY(_max,2)+1,
"Cumm", Minx(ALLSELECTED('Date'),'Date'[Date]),
"Rolling 3", date(Year(_max), month(_max) -3, Day(_max))+1,
"Rolling 6", date(Year(_max), month(_max) -6, Day(_max))+1,
"Rolling 12", date(Year(_max), month(_max) -12, Day(_max))+1,
"Rolling 7 Day", date(Year(_max), month(_max) , Day(_max)-7),
"Yesterday",_max1-1
BLANK())
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

 

 


Switch Period =
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min =
SWITCH(SELECTEDVALUE(Period[PeriodType],"MTD"),
"YTD",eomonth(_max,-1*MONTH(_max))+1 , //FY April -March
"LYTD",eomonth(_max,-1*MONTH(_max))+1 ,
"FYTD",if( Month(_max) <4 , date(year(_max)-1,4,1) ,date(year(_max),4,1)), //FY April -March
"QTD",eomonth(_max,-1* if( mod(Month(_max),3) =0,3,Month(_max)))+1,
"MTD",eomonth(_max,-1)+1 ,
"LMTD",eomonth(_max,-1)+1 ,
"LYMTD",eomonth(_max,-1)+1 ,
"WTD", _max -WEEKDAY(_max,2)+1,
"Cumm", Minx(ALLSELECTED('Date'),'Date'[Date]),
"Rolling 3", date(Year(_max), month(_max) -3, Day(_max))+1,
"Rolling 6", date(Year(_max), month(_max) -6, Day(_max))+1,
"Rolling 12", date(Year(_max), month(_max) -12, Day(_max))+1,
BLANK())
var _max1 = SWITCH(SELECTEDVALUE(Period[PeriodType],"MTD") ,
"LYTD",Date(Year(_max)-1, month(_max), Day(_max))
"LMTD",Date(Year(_max), month(_max)-1, Day(_max))
"LYMTD",Date(Year(_max)-1, month(_max), Day(_max) ) ,
_max)
var _min1 = SWITCH(SELECTEDVALUE(Period[PeriodType],"MTD") ,
"LYTD",Date(Year(_min)-1, month(_min), Day(_min))
"LMTD",Date(Year(_min), month(_min)-1, Day(_min))
"LYMTD",Date(Year(_min)-1, month(_min), Day(_min) ) ,
_min)
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min1,_max1))

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