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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!
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
Proud to be a Super User!
Thanks for the help, this works perfectly for YTD running totals.
Still running into roadblocks on the prior year totals.
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.
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