Custom Fiscal Calendar Table with Different Days in Months

[hgarcia]

Hello Everyone, 

I am having a really hard time trying to use the time intelligence features because our fiscal calendar is not based on a month to month basis.  We have months that start in the prior month and end before the month ends. 

Ex.

Jan 12/30/2017 - 1/26/2018

Feb 1/27/2018 - 2/23/2018 

and so on.....

When i use the YTD, MTD, SAMEPERIODLASTYEAR time intelligence functions they capture the entire month. So if i want to do MTD sales for January it is pulling 1/1/2018-1/31/2018 when i need it to pull 12/30/2017 - 1/26/2018. 

I have my fiscal calendar table set up and set it as the date table and everything is good there but it will not capture the dates i need. 

How can i use the time intelligence functions on my fiscal calendar?  Is this something that cannot be done and i would have to revert to creating multiple measures (ex. for PY sales i would have to create a measure filtering out Jan) that seems a bit tedious and i am sure there is a better way to handle this. 

Any help would be greatly appreciated!

[vanessafvg]

@hgarcia

this guy does a lot of youtube vidoes on the topic, can't point out which one exactly, but this might be helpful

https://www.youtube.com/watch?v=aODroF37pq0

[hgarcia]

Thanks for the help, this works perfectly for YTD running totals.

Still running into roadblocks on the prior year totals. 

[jpt1228]

This is a late reply, but found your post researching a similar issue. I have been able to solve the custom date calendar which is most of the problem. I too have 13 - 4 week periods consisting of 28 days per fiscal period. Once you build the fiscal year, fiscal period, then I believe you can use same time last year, fiscal period to date etc. I have created a couple custom columns in my date table that will filter visuals on current fiscal period true/false (filter visual on true to view current fisc period) and current fiscal year which will give you a fiscal YTD number if filtered on true for current fiscal period. 

https://community.powerbi.com/t5/Desktop/Custom-Fiscal-Period-True-False-ignoring-current-time/td-p/...