Financial Year and Quarterly Relative Date Filter Options
I have come across a few occasions where it would be great to have the following options in the relative date slicer:
- Financial Year
This would be a great addition to the already immensely useful slicer.
Surprised this isn't already a thing considering everything else Power BI can do, should be standard in relative date filtering. Really need this update!
We need to use a fiscal date as well as calendar date. The relative date allows dynamically finding the current month and year. It would be great if we could extend it to the fiscal month and year.
Much needed in any enterprise environment with financials especially when using live connect!
Andrew Lamacraft commented
In the UK many of our clients will have a financial year that traditionally align to the tax year. This means the financial year ends in March. The lack of any method to use the relative date filter with a parameter or table column does mean more annual maintenance of the models.
+1 for relative quarters.
Additionally would be great to have fiscal periods which in my case is 4 week increments.
I can't believe this isn't a thing! Needed!!!!
Requesting this as well
Ben Rimington commented
+1 This would be really handy
Quarters in relative date slicer is one of my bigger wishes!
The logic needs to be a bit more complex as well. I need to be able to chose "this" and "next" quarter in some cases.
David Anstee commented
Yes please, most business report on Quarters, and to use this in the Relative Date filter is a MUST!
either is fine
I'd like to be able to filter for quarters, including:
This quarter (QTD)
Last # quarters
QTD plus previous # quarters
Quarterly filter is very much needed indeed, especially for OKR based reporting.
Yes, with a calendar offset for FY and FQ reporting
Agree, quarter (QTD) based filters are very common.
Jody Conrad commented
We really could use this filter. It continually comes up to compare by quarters and not by a date range.
Need this urgently,.
Quarter based reports are used frequently by businesses.