Hi All,
I'm new to Power BI and I'm trying to achieve something which feels elusive at the moment. I've googled and searched this forum and have gotten close but I feel my requirement is a little different that what I've seen others do. Here it is:
The desire is to have a slicer at the top with the following options: Rolling 12, Calendar YTD, Fiscal YTD
Depending on the selection, the MONTHS on the vertical bar chart x-axis of the vertical bar chart would change.
If they select Rolling 12 they want to see sales for the last 12 months, so if its September 2018 they want to see sales for September 2017 thru August 2018, with Month/year on the bar chart, so x-axis would look like this:
Sept 17, Oct 17, Nov 17, Dec 17, Jan 18, Feb 18, Mar 18, Apr 18, May 18, June 18, July 18, Aug 18
If they select Fiscal YTD, the months on the x axis should show the current year fiscal months in order, again for sept 18 (fiscal 2019) it would show:
July, August, September, October, November, December, January, February, March, April, May, June
If they select Calendar YTD, the months on the x axis should simply show the current year months in calendar order:
January, February, March, April, May, June, July, August, September, October, November, December
I have a Date dimension that has different columns for calendar month (sorted on calendar month number) and fiscal month (sorted on fiscal month number), so it seems to me it would just be a matter of toggling the x-axis between those. That seems doable based on some of the things I've seen online, like this:
https://www.youtube.com/watch?v=lFd2hjkKz_Q
However, I'm not sure how I would even approach the Rolling 12 Months one. I thought maybe I would need to dynamically create the rolling months in my Date dimension, but unsure about that.
Any ideas on how to solve this? Or resources to point me to?
Thanks,
Dustin
