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Helper III
Helper III

filter issues with fiscal year/fiscal quarter kpi

Hi everyone, 


I have currently three filters, "Year, Quarter, Month". 

I also have 3 kpi boxes, "Current Month Revenue, Current Fiscal Quarter Revenue, Current Fiscal Year Revenue"


Currently if I choose 2019Q3 I see that the current month KPI is just one month of data (july- since our year end is oct), quarterly KPI box is just of data (q3) and current year is also just showing data for q3. Thus current fiscal quarter and current fiscal year revenues match. I would expect current fiscal year revenue to be sum of 3 quarters of data (Nov-July) is there a way to achieve this in DAX?

Super User IV
Super User IV

Re: filter issues with fiscal year/fiscal quarter kpi

Not really enough information to go on, please first check if your issue is a common issue listed here:

Also, please see this post regarding How to Get Your Question Answered Quickly:

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.


That said, you may find this helpful -

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.


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Community Support
Community Support

Re: filter issues with fiscal year/fiscal quarter kpi

Hi @Ahmed_Habib 

I am not clear about your requirement, if possible could you please inform me more detailed information(such as your expected output and your sample data )? Then I will help you more correctly.

Please do mask sensitive data before uploading.

Thanks for your understanding and support.
Best Regards,
Zoe Zhi

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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