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hgarcia Frequent Visitor
Frequent Visitor

Custom Fiscal Calendar Table with Different Days in Months

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!

2 REPLIES 2
vanessafvg Super Contributor
Super Contributor

Re: Custom Fiscal Calendar Table with Different Days in Months

@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


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hgarcia Frequent Visitor
Frequent Visitor

Re: Custom Fiscal Calendar Table with Different Days in Months

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

 

Still running into roadblocks on the prior year totals. 

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