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Financial Year and Quarterly Relative Date Filter Options

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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 (38)
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Christopher Wright on 05 Jul 2020 23:35:28

RE: Financial Year and Quarterly Relative Date Filter Options

I'd like to be able to filter for quarters, including:
This quarter (QTD)
Last # quarters
QTD plus previous # quarters

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Power BI User on 05 Jul 2020 23:35:28

RE: Financial Year and Quarterly Relative Date Filter Options

either is fine

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Christopher Wright on 05 Jul 2020 23:35:27

RE: Financial Year and Quarterly Relative Date Filter Options

There is an Idea already going for this one, everyone please add your votes to this!!!

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/20593993-financial-year-and-quarterly-relative-date-filter

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Power BI User on 05 Jul 2020 23:32:53

RE: Financial Year and Quarterly Relative Date Filter Options

Quarterly filter is very much needed indeed, especially for OKR based reporting.

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Power BI User on 05 Jul 2020 23:30:35

RE: Financial Year and Quarterly Relative Date Filter Options

Yes, with a calendar offset for FY and FQ reporting

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Power BI User on 05 Jul 2020 23:27:13

RE: Financial Year and Quarterly Relative Date Filter Options

Agree, quarter (QTD) based filters are very common.

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Jody Conrad on 05 Jul 2020 23:18:18

RE: Financial Year and Quarterly Relative Date Filter Options

We really could use this filter. It continually comes up to compare by quarters and not by a date range.

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Power BI User on 05 Jul 2020 23:10:46

RE: Financial Year and Quarterly Relative Date Filter Options

Need this urgently,.
Quarter based reports are used frequently by businesses.

Merged Idea (5)