A lot of times, the business will come back to you and ask—can you create a visual where I can switch between calendar year and fiscal year? In this video, I’ll show you exactly how to build that!
We’ll start by setting up a date table that supports both calendar year and fiscal year, then create a slicer to toggle between them. I’ll also walk you through writing the right DAX calculations for YTD sales and show you a neat trick to fix the spillover issue in your visual. Oh, and did you notice that dotted line? We’ll talk about that too!
By the end, you’ll have a clean, interactive report where users can switch between CY and FY effortlessly. Let’s get started!
Switch Between Calendar & Fiscal Year in Power BI
