How to switch values between Calendar Year and Financial Year in the same visuals

[Anonymous]

I'm working on a project in that i need to create a Slicer for CY & FY ,based on filtering the the visuals has to change accordingly.

Futher i need to caluculate MTD,YTD caluculations .

i read in the community to create seperate visuals for both & add a bookmarks for CY &FY seperately,but our team not considering this approach .

1) Is this possible without creating two seperate visuals for CY & FY?

2) Will this can be acheive with measures?

3) Need to combine FY and CY ina table? if so, how to do it?  

please help

[v-xicai · Accepted solution]

Hi @Anonymous ,

Firstly, You may create a calendar table , then create relationship between the fact data table and the calendar table on date field.

Calendar= CALENDARAUTO()

Secondly, you may create a new table named 'SlicerTable' by "Enter data", put the 'SlicerTable'[Selection] into Slicer visual to filter data.

Finally, you may create measures like DAX below, display the [Selected CY or PY] in someone visual.

YTD for CY = TOTALYTD(SUM(Table1[Sales]),'Calendar'[Date])



YTD for PY = CALCULATE(SUM(Table1[Sales]),SAMEPERIODLASTYEAR('Calendar'[Date]))



Selected CY or PY= SWITCH(SELECTEDVALUE('SlicerTable'[Selection]), "CY", [YTD for CY ], "PY", [YTD for PY ] )

Best Regards,

Amy 

Community Support Team _ Amy

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

[amitchandak]

@Anonymous
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441

Cal year

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

Year end at the march

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"3/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"3/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"3/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"3/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184