Bookmark to quickly filter Fiscal Year YTD

[id013]

Hi,

So I have a dashboard that shows various metrics and is meant as a high level summary dashboard. They want to be able to quickly filter the date range to some specific buckets, ie Last Year, Last 6 Months, Last 2 Weeks etc.

This has been easy enough to accomplish with bookmarks and using the relative date filter. However they also want to be able to quickly filter to the Fiscal YTD so April 1 2021 to Current Day. I know I can hardcode the bookmark using the advanced filter but that would mean I would have to change the bookmark every year. Does anyone if this can be done programmatically like the other ones?

Thanks

[amitchandak]

@id013 , This is case for measure slicer. If needed an independent date table.

You can create FY YTD = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/31"))

The same way you can create all the measures and use a measure slicer

measure slicer
https://www.youtube.com/watch?v=b9352Vxuj-M
https://community.powerbi.com/t5/Desktop/Slicer-MTD-QTD-YTD-to-filter-dates-using-the-slicer/td-p/50...
https://radacad.com/change-the-column-or-measure-value-in-a-power-bi-visual-by-selection-of-the-slic...

[id013]

So I actually need something to quickly filter all the measures on the dashboard. Basically all the measures are based on the FIRSTDATE(date_Dimension) and LASTDATE(date_Dimension). And I have a set of bookmarks that change the date filter on the entire dashboard. So the bookmarks quickly adjusts the date range to the last year, last 6 months etc using the relative date filter. My problem is that they don't have any filter that will filter to a specific date programmatically. I can set it to advanced filtering and put in a date that way but that means that I will have to update it every year.  

[v-kelly-msft]

Hi  @id013 ,

Could you pls provide some sample data with expected output for test?

Best Regards,
Kelly

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