Hello Ashley Dahlen,
Welcome to the forums. So here's a solution for the first issue - the monthly versus YTD incusion of values:
1. Create a Parameter named [Year to Date or Monthly?] with two values - YTD and Monthly.
2. then create this calculated field:
case [Year to Date or Monthly?]
Then if Datepart('day',[Date])=31 then [Date] END
Then if Datepart('day',[Date])=1 then [Date] END
You can swap out the Date as the resulting field from the end of each if/then statement with a measure if you want instead. I just use Date in the attached v10 workbook to show the values appearing/disappearing as changes are made to the parameter.
For the Fiscal year/Sustainability year - do you need numbers to roll up to the Oct-Sept timelines as they do with Fiscal years or is this just for showing some break on reports while maintaining the Fiscal year starting in Jan?
kpi example_pv.twbx 80.2 KB