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wildmight2017
Advocate II
Advocate II

MTD, QTD, and YTD for current date - dynamic slicer filter

Good morning,

Trying to implement a PBI page with MTD, QTD, and YTD selector as expressed in Avi Singh's example Adventureworks_Finance. It's working fine (formulas, selector, etc.) - however, my requirement is to not have a sliver on Date/Fiscal Month/etc and instead show the latest up to date information. 

Obviously, the DATESQTD and such require a selected date to work properly.

 

So far, I've tried Relative Date Slicer set for this date, this month (works for MTD, but not for QTD), custom Current Date filter (also, problem with QTD). So basically, I'm trying to identify a way to be able to switch between MTD, QTD, YTD without resorting to slicer.

 

Thank you

 

1 ACCEPTED SOLUTION
v-piga-msft
Resident Rockstar
Resident Rockstar

Hi  @wildmight2017,

 

You could have a view of this video about Show MTD, QTD & YTD Calculations To Current Date in Power BI.

 

If you still need help, could you share a dummy pbix file which can reproduce the scenario, so that we can help further investigate on it? You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading.)

 

Best Regards,

Cherry

Community Support Team _ Cherry Gao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-piga-msft
Resident Rockstar
Resident Rockstar

Hi  @wildmight2017,

 

You could have a view of this video about Show MTD, QTD & YTD Calculations To Current Date in Power BI.

 

If you still need help, could you share a dummy pbix file which can reproduce the scenario, so that we can help further investigate on it? You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading.)

 

Best Regards,

Cherry

Community Support Team _ Cherry Gao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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