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Re: add forums for all platforms in https://ideas.powerbi.com/

Hi 

I am new to Power BI and learning still. I needed to filter relatively data for current fiscal year- July as Start month.

I have created date table with fiscal year and all. It is completed.

Now I need to dynamically call data for current fiscal year in a page as YTD sales. I initially did by filtering page by option of relative filter and clicking show in this year. But now I  this fiscal year not calender year. Please help

 

Suns.

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Re: add forums for all platforms in https://ideas.powerbi.com/

Hi @schoden ,

 

Sorry for our late reply, if the fiscal date table have relation between the fact table, it can filter the data of fiscal year automatically:

 

14.jpg15.jpg16.jpg

 


If it doesn't meet your requirement, Could you please show the exact expected result based on the Tables that we have shared.


Best regards,

 

Community Support Team _ Dong Li
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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Re: add forums for all platforms in https://ideas.powerbi.com/

hi @v-lid-msft 

 

I have created fiscal year from July in date calender thats working pefectly. 

 

I want to filter page not with a slicer but relative filter on page so that the THIS fiscal year is selected, which will dynamically change as June of that year ends and Next July comes as current fiscal year again. 

 

I want to automate like above.

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Re: add forums for all platforms in https://ideas.powerbi.com/

desired filter.JPG

 

Hi @v-lid-msft  Please find the snap of it. I want to filter the page with relative date filtering so fiscal year is chosen.  But I get calender year Jan  as start month, there is no option to choose Fiscal Year , it doesnt pop up in the drop down menu.

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