Fiscal year and month parameters

Question

I'm working on a report that reports on a month that a user can select from a drop-down and also reports on the cumulative data for the fiscal year up until the month selected.

How would I go about setting up the parameters so that they can select this fiscal year first from the drop-down and then the second drop-down list with automatically populate which months in that fiscal year has completed or is currently in?

For example, I choose '2019' for my fiscal year, the month date should only show the following choices: October, November, December.

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what your looking for is CASCADING parameters. You will need to create 2 datasets. 1st one for year and a 2nd one for months. ds_months will take year as a parameter. Finally on sql side of your ds_month you will have to get top 4 and order by desc. and then take ranks 2, 3, 4 (as you want last 3 months) — junketsu

Roma Ruzich Roma Ruzich · Accepted Answer · 2018-12-12T20:02:28

You may create table with such fields: Year, Month. Run such code

select distinct Year from table order by Year desc

to select all fiscal years. Add change event listener to drop-down (fiscal years), on fire run such code:

select Month from table where Year = @year

to select months (@year - chosen fiscal year)

Fiscal year and month parameters

1 Answers