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Cianfer
New Member

Make year span trimesters

Hello,

 

i have a table with objectives:

customer      objective  type       date   objective
xa31/12/2021    40%
xb31/12/2021    25%

 

the main data table instead has a filter year-trimester, needed to compare this year invoice vs previous year.

 

but because objectives has day and month when i apply those filters i have no data showed for the column objective if i don't select the 4th trimester.

 

how can i make that date column be considered the whole year? 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Cianfer , Based on what I got so far one of the two should help . You might only need CLOSINGBALANCEYEAR 

 

Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD): Magic of CLOSINGBALANCEYEAR With TOTALYTD/DATESYTD: https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Yearly-Target-C...

 

or

 

Distributing/Allocating the Yearly Target(Convert to Daily Target): https://community.powerbi.com/t5/Community-Blog/Distributing-Allocating-the-Yearly-Target-Convert-to...

View solution in original post

3 REPLIES 3
v-shex-msft
Community Support
Community Support

Hi @Cianfer,

Can you please explain more about your requirements? It will be helpful if you share some dummy data with the expected result to help us clarify your scenario.

How to Get Your Question Answered Quickly
Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.
amitchandak
Super User
Super User

@Cianfer , Based on what I got so far one of the two should help . You might only need CLOSINGBALANCEYEAR 

 

Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD): Magic of CLOSINGBALANCEYEAR With TOTALYTD/DATESYTD: https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Yearly-Target-C...

 

or

 

Distributing/Allocating the Yearly Target(Convert to Daily Target): https://community.powerbi.com/t5/Community-Blog/Distributing-Allocating-the-Yearly-Target-Convert-to...

Thank you, i found the solution following your article, especially the part where you show the relationships between dates tables.

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