This video is taken from my course Power BI: Monthly Financial Reporting
Check out the Course
This video is taken from my course Power BI: Monthly Financial Reporting
Check out the Course

Power BI Demo: Month, QTD & YTD Financials

 

Create & toggle between Month, QTD & YTD views in your financial reporting.

 

0:00 - Preview what we’re creating

0:20 - Creating the Month, QTD and YTD slicer to toggle views

2:15 - Creating QTD and YTD measures using DAX time intelligence functions

5:25 - Utilising a variable to toggle the Actuals measure returned

11:15 - Extend the technique to return Budget, Forecast or Prior Year comparison

15:10 - Add a variance measure to compare Actuals with Budget/Forecast/Prior Year

16:10 - Review the end result