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Andrea_Jess
Helper III
Helper III

Tagging columns

 

Hi All,

 

Hoping to get some insight on the following. 

 

I have two tables:

 

  1. First table stores historical data (snapshot of each month for full fiscal year)
  2. Second table stores data as at the current month (i.e. contains data for full fiscal year but the forecasted sales and actuals are all depicting the figures as of this month (i.e. Oct).

 

I want to create a tag against Table 2 that basically tags every row as 'Oct-21'. Then when we move into Novemeber, I want the tag to automatically change to 'Nov-21'. In this way, when i select Oct-21 slicer, i get a full YTD view as well as an accurate forecast of what sales looked like at this point in time. Without this tag, when i click Oct-21 slicer, it just shows me oct figures. 

 

So the table should look like this (addition of 'FY' column) 

 

Item_ID

Sales Amount

Fulfillment Date

FY

1

$100

06/06/2021

Oct-21

2

$50

09/09/2021

Oct-21

3

$200

08/10/2021

Oct-21

 

Is anyone able to shed some light on this? 

 

thanks, 

A

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Andrea_Jess , You can have column like

 Date = eomonth(today(),0)

 

or

Month year =format(eomonth(today(),0), "MMM-YYYY")

 

View solution in original post

2 REPLIES 2
Andrea_Jess
Helper III
Helper III

Thanks @Amit - exactly what i was after

amitchandak
Super User
Super User

@Andrea_Jess , You can have column like

 Date = eomonth(today(),0)

 

or

Month year =format(eomonth(today(),0), "MMM-YYYY")

 

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