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09-06-2016 22:27 PM - last edited 03-16-2017 17:02 PM
For this data story, my first goal was to be able to create any Date Period that was required for the data. As with the example we have creaated a few simple Periods "CY-LY" (Calendar Year - Last Year), "CY-YTD" (Calendar Year - Year to Date). And in doing so, it gives the user the ability quickly slice their data by the defined period.
Second to this I also created a solution in which the Month Names would dynamically change to either the Fiscal Months (If a Fiscal Period was selected) or Calendar Months (If a Caleandar Period was selected).
So in the report if you click on "CY-YTD", you will see that the dates follow "Jan-May"
Whilst if you click on "FY-LY", you will see that the dates follow the Fiscal Periods "Nov - October"
The final part of the data story is that using the Periods, it makes it very easy to create Calculated Measures based on your custom periods. And his is a lot easier and quicker when your custom periods do not have built in DAX functions.
In doing so that this does is it enables the user to have the ability to quickly and easily slice their data based on custom periods.
I have also published a blog post in terms of how I achieved this.
Create Dynamic Periods for Fiscal or Calendar Dates in Power BI
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