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bdehning
Post Prodigy
Post Prodigy

Convert model to be calendar year based.

I currently have a model with main table having Customers that are based on when they join our company and renew each year.  

 

How do change my model for me to capture data from 1/1 - 12/31 and not Renewal Dates during the year?

 

This will help me be able to compare data results against other outside calendar results data.   

1 ACCEPTED SOLUTION
v-rongtiep-msft
Community Support
Community Support

Hi @bdehning ,

Please have a try.

To capture data from January 1st to December 31st, you can create a new calculated column in your main table that calculates the year based on the join date of the customer. You can then use this calculated column to filter your data to show only the data for the selected year. Here's an example of the DAX formula you can use to create the calculated column:

Year = YEAR([Join Date])

You can then use this calculated column to filter your data to show only the data for the selected year. To do this, select the visualizations you want to filter and add a filter to show only the data for the selected year. This will allow you to compare your data results against other outside calendar results data.

 

How to Get Your Question Answered Quickly 

 

If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

 

Best Regards
Community Support Team _ Rongtie

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

View solution in original post

2 REPLIES 2
v-rongtiep-msft
Community Support
Community Support

Hi @bdehning ,

Please have a try.

To capture data from January 1st to December 31st, you can create a new calculated column in your main table that calculates the year based on the join date of the customer. You can then use this calculated column to filter your data to show only the data for the selected year. Here's an example of the DAX formula you can use to create the calculated column:

Year = YEAR([Join Date])

You can then use this calculated column to filter your data to show only the data for the selected year. To do this, select the visualizations you want to filter and add a filter to show only the data for the selected year. This will allow you to compare your data results against other outside calendar results data.

 

How to Get Your Question Answered Quickly 

 

If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

 

Best Regards
Community Support Team _ Rongtie

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

Ashish_Mathur
Super User
Super User

Hi,

Share some data, explain the question and show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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