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jonimatix_guk Regular Visitor
Regular Visitor

Slicers with custom period to date calculation

Hi all,

 

As per uploaded pbix file, I have a custom financial period, and the PTD calculations against it are working fine.

 

The issue is when I select the other filters I have in the dashboard (Product / Category / SubCategory) the PTD value remains the same. I need the PTD calculation to filter on all filters except for dates.

 

For example, selecting 25th October 2018, the PTD value is correct. Upon sleecting one of the other filters the PTD does not change and I need it to update accordingly without hardcoding the specific filters.

 

I would really appreciate your help in this one.

 

https://1drv.ms/f/s!AiYtBXEZ84pPhiMWMgcoFVokdIqt

 

 

Thanks.

 

6 REPLIES 6
Super User
Super User

Re: Slicers with custom period to date calculation

You probably need to replace an ALL with an ALLEXCEPT, etc. That can be tricky through depending on what time intelligence functions you are using. See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

 

Created it to provide better control over exactly what is and is not included in a time intelligence calculation.


Did I answer your question? Mark my post as a solution!

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Super User
Super User

Re: Slicers with custom period to date calculation

Hi,

 

What is PTD?  When you select 25 October 2018, what time period shoul it be considering for the PTD measure?

jonimatix_guk Regular Visitor
Regular Visitor

Re: Slicers with custom period to date calculation

Hi @Ashish_Mathur

 

The PTD calculation should calculate the dates  for 23- 25 Oct. It is currently working OK as per calculation in the attached pbix but not working well when other slicers are used.

 

Any help would be great

 

Thanks

 

jonimatix_guk Regular Visitor
Regular Visitor

Re: Slicers with custom period to date calculation

Thanks @Greg_Deckler,

 

Are there other ways of accomplishing this without using ALLEXCEPT?

 

If not can you give assist with the attached pbix?

 

Appreciate your help

 

 

Super User
Super User

Re: Slicers with custom period to date calculation

Hi,

 

I cannot understand your question.  Someone else who does will help you.

jonimatix_guk Regular Visitor
Regular Visitor

Re: Slicers with custom period to date calculation

Hello @Ashish_Mathur,

 

I just want the PTD calculation to work with the slicers as currently it is not.

 

Would be great if you can check out the attached powerbi file and provide any help here.