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Financial Year and Quarterly Relative Date Filter Options

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Shea Woolnough's profile image

Shea Woolnough on 18 Aug 2017 07:28:57

I have come across a few occasions where it would be great to have the following options in the relative date slicer:

- Quarter
- Financial Year

This would be a great addition to the already immensely useful slicer.

Comments (24)
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7a93e4a9 6760-47ce-9134-b64665867729 on 06 Jul 2020 00:17:15

RE: Financial Year and Quarterly Relative Date Filter Options

Please add this.

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c74d569f 7e5e-4251-99a3-993faf7495bf on 06 Jul 2020 00:16:35

RE: Financial Year and Quarterly Relative Date Filter Options

Please add this filter.
Yes it's possible to create time intelligence measure to compensate for this, but sometimes it's convenient to just use these relative filters instead

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3d8266b0 4898-4dd1-bf2c-8348691d8a47 on 06 Jul 2020 00:13:06

RE: Financial Year and Quarterly Relative Date Filter Options

Agreed - this would be a huge help, not only for my team but the entire business. I see this thread has gone back two years, is this something that will be implemented?

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876f76e0 d370-4b03-9af0-d3587677ed65 on 06 Jul 2020 00:12:51

RE: Financial Year and Quarterly Relative Date Filter Options

I need this for my report. Quarter in relative filtering will make life easier and the team usually request it

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1b5c41f4 4f44-4551-a990-84836d94577c on 06 Jul 2020 00:08:54

RE: Financial Year and Quarterly Relative Date Filter Options

I've got my CISO and CTO of a very large fortune 100 entity about to examine reporting for which they desire to easily filter by Quarter. As the entire purpose of what we created was to automate and have autonomous refresh from the BI Gateway to the Service, they will expect this. If it's not there, this may be another reason to consider Tableau - we make big crayons for a reason and simplicity needs to be there for their uses. Even with a time filter, it still gets too unwieldy with all the queries we have as it is connected to the enterprise. I need this to happen

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4dc9dd94 0f23-4f62-99e7-a084ed38181a on 06 Jul 2020 00:03:15

RE: Financial Year and Quarterly Relative Date Filter Options

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!

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0b4702dd 06f5-4dbb-9c7b-22ceb409cc18 on 06 Jul 2020 00:03:00

RE: Financial Year and Quarterly Relative Date Filter Options

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.

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62fd62d1 466e-4a02-ba86-10379dfc21a7 on 06 Jul 2020 00:01:47

RE: Financial Year and Quarterly Relative Date Filter Options

Much needed in any enterprise environment with financials especially when using live connect!

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d1515001 e07a-41e4-9594-5036a5ce7550 on 05 Jul 2020 23:59:52

RE: Financial Year and Quarterly Relative Date Filter Options

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.

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a3e507b2 3d49-4a29-8317-421cf4e20210 on 05 Jul 2020 23:58:44

RE: Financial Year and Quarterly Relative Date Filter Options

'+1