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Can I use 1 slicer for the month # for both Fiscal Year and Calendar Year?

I have 2 slicers: one for Fiscal Year; the other for Calendar Year. I also have 2 slicers for month #: one for Fiscal Year; the other for Calendar Year.

7.PNG

 

The month # of Fiscal Year is different from the month # of Calendar Year, e.g.: the 1st month of Fiscal Year could be the 3rd month of Calendar Year.

 

Can I use 1 slicer for the month # for both Fiscal Year and Calendar Year?

  • For example, if I select a Fiscal Year, I can chose the month # (or range) for Fiscal Year; if I select a Calendar Year,  I can use the same slicer to chose the month # (or range) for Calendar Year.

 

I want to save space...

 

8 REPLIES 8
Super User
Super User

Re: Can I use 1 slicer for the month # for both Fiscal Year and Calendar Year?

@powerbiasker do you have seperate table for fiscal and regular calendar?






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Community Support Team
Community Support Team

Re: Can I use 1 slicer for the month # for both Fiscal Year and Calendar Year?

hi @powerbiasker 

If Fiscal Year/Month and Calendar Year/Month are in the same date table, then you will get your requirement.

and if Fiscal Year/Month and Calendar Year/Month are different date table, then you need to merge them into one date table or just recreate a date table that contains Fiscal Year/Month and Calendar Year/Month together, now use the fields in slicer from this new date table.

 

Regards,

Lin

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

Re: Can I use 1 slicer for the month # for both Fiscal Year and Calendar Year?

@parry2k 

 

The same date table for fiscal and regular calendar...

Re: Can I use 1 slicer for the month # for both Fiscal Year and Calendar Year?

@v-lili6-msft 

 

But how?

 

I use the following DAX to create the calculated table [date_dim].

date_dim = 
VAR basecalendar = CALENDAR(DATE(1990, 1, 1), DATE(2020, 12, 31))
return
generate (
basecalendar, 
var basedate = [Date]
var yeardate = year(basedate)
var monthnumber = month(basedate)
var yearmonthnumber = yeardate * 12 + monthnumber-1
var qtr = concatenate("Q",roundup(month([Date])/3,0))
var fy = IF(MONTH(basedate) <= 4, VALUE(FORMAT(basedate,"yyyy"))-1, VALUE(FORMAT(basedate,"yyyy")))
var fym = IF(MONTH(basedate) <= 4, MONTH(basedate)+8, MONTH(basedate)-4)
return row (
"Year", yeardate,
"Month Number", monthnumber, 
"Month", Format(basedate,"mmmm"),
"Year Month Number", yearmonthnumber,
"Year Month", Format(basedate, "mmm yyyy"),
"QTR", qtr, 
"Fiscal Year", CONCATENATE (fy, CONCATENATE("-",fy + 1)),
"FY Month Number", fym
)
)

 

You can see that [FY Month Number] is different from [Month Number]. But how make them share the same slicer?

Community Support Team
Community Support Team

Re: Can I use 1 slicer for the month # for both Fiscal Year and Calendar Year?

hi @powerbiasker 

If so, you just need to use one of them in the slicer.

What is the problem when you use it.

 

Best Regards,

Lin

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

Re: Can I use 1 slicer for the month # for both Fiscal Year and Calendar Year?

@v-lili6-msft 

 

How to create the measure/column for the month # for both Fisca Year and Calendar Year so I can put it in the slicer?

 

9.PNG

 

The mapping of the month # between Fiscal Year and Calendar Year:

9b.PNG

 

Community Support Team
Community Support Team

Re: Can I use 1 slicer for the month # for both Fiscal Year and Calendar Year?

hi @powerbiasker 

For your case, you don't need put two slicer, Just use of them as a slicer and another as a table/ card visual.

 

Regards,

Lin

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

Re: Can I use 1 slicer for the month # for both Fiscal Year and Calendar Year?

Can you show me an example how to do it?

 

Thanks.

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