Tuesday, November 20, 2018

Show all dates in a selected financial year


Show all dates in a selected financial year

Using a parameter, if we choose Aug-2016 then we need to see all dates from April-2016 to March-2017 and if we choose Nov-2017 then we must see all dates from April-2017 to March-2018.
Solution: Create a parameter of type date which lists all months and years (use add from field option and select the date field) this parameter can be further customized to show only months-year and in ascending/descending orders making it more user friendly.
The parameter should looks like the below image.


Create a calculated field as shown below
This calculation is set to show all dates from April to March using a value of -3. But, you are free to change the number as according to your Financial calendar. Add this calculation to filter shelf and set it to True.
The final result would look something like this.

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