Docs · Visuals
Period guide
Year to date, last month or your fiscal year in one click.
Fields
| Field well | What to put in it |
|---|---|
| Date | The date column of your date table. Pick the column itself, not “Date Hierarchy”. |
| Value | Optional: a measure such as sales, drawn behind the range bar. |
| Compare date (Pro) | The date column of a second date table with no relationships. A measure such as CALCULATE([Sales], REMOVEFILTERS('Date'), TREATAS(VALUES('Compare date'[Date]), 'Date'[Date])) then gives the sales for the compare-to period. |
Set it up
- Add Period to the report page (see Install the visuals) and drag in the fields above.
- In Format › Periods, pick the starting period, whether to count back from today or from the latest date in the data, the first day of the week and the month the year starts in.
- In Format › Presets, switch each of the 13 presets on or off, add your own last N days, weeks or months (Pro), and choose short (MTD, YTD) or long button text.
- In Format › Compare to, pick the comparison (Pro): the period before, the same dates last year, or the same weekdays last year.
In the report
- It filters the whole page like a slicer, and works with bookmarks and with Sync slicers across pages.
- Tab through the buttons, and Tab to a handle of the range bar to move it a day (arrow keys) or a month (Shift+arrow) at a time.
- Light or dark background, high-contrast mode, and your own colours.
- Dates and month names follow the report’s language; the format pane, the buttons and the messages are in English and Norwegian.
Pro features
- Fiscal year starting in any month, for year and quarter to date, last quarter and last year
- Compare-to period: the period before, the same dates last year or the same weekdays last year, shown and filtered on a second date table
- Your own preset: the last N days, weeks or months
Pro features need a licence key for Period or Everything, or a 14-day trial key. Without a valid key, Period uses a year starting in January and leaves out the comparison and your own preset, with a short notice above the chart and a “Try Pro free” button. Everything else keeps working. See Add your licence key.
Something not right?
Check Questions and answers, or write to support@getgrafpoint.com saying which visual and where the report runs (Desktop, the Power BI service or Report Server), with a screenshot made with sample data.