I attached a workbook that I believe does everything you are looking for. I replaced the "Year of Run Date" filter with a calculated dynamic "Fiscal Year" filter. Responses to your individual questions below.
- Define this year and every year after in the dashboard as October through October. This can be accomplished by groups but how do you group dates that aren't in the data source yet? The data source will be updated on a weekly basis and I can't populate fake dates in that source.
Created via calculated field called "Run Date FY"
- Program the dashboard to switch over to the new year every October. In other words, the area chart and worksheet would build up or down week after week but once October 2016 data is provided the dashboard switches over to the new year and the area chart and the worksheet only show the new "year's" data in the view and begin building upward or downward again.
Created Fiscal Year filter that finds the most recent run date in the data set, calculates its fiscal year, and sets the "Most Recent Year" value in the Fiscal Year filter to that value.
- Allow the user to filter on previous years as defined as October through October. I've added "Year of Run Date" in the dashboard as example of where I would think user would filter to toggle between different years.
As a new fiscal year trickles in, the "Most Recent Year" option will increment to 2018 and 2017 will appear as the next option in the drop down. I also added the Fiscal Year filter to context and made the Week of Run Date filter context sensitive so that list of weeks will update based on the selected Fiscal Year.
Example Dash - Answer.twbx 79.4 KB
Thank you. This makes complete sense that multiple filters would need to be used. I appreciate your help.