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fab196's avatar
fab196
Helper II
4 years ago
Solved

YEAR WISE DATA

hi Sir,

please help  me with following scenario.

 

1.by default without selecting any Financial year it should show Current FY Sales(max financial year ) & Prev FY Sales.
and if i am selectiong the financial year then it should display the selected financial year months data.

 

I am using cloumn chart to show the comparision.

 

 below listed is my data

date financial yearsales amountMonth
9/12/20192019-202019
9/13/20192019-202019
9/14/20192019-202059
9/15/20192019-202059
9/16/20192019-202059
2/1/20202019-202052
2/2/20202019-202052
2/3/20202019-202092
2/4/20202019-202092
2/5/20202019-202092
2/6/20202019-202092
2/7/20202019-202092
9/12/20202020-202199
9/13/20202020-202199
9/14/20202020-202199
9/15/20202020-202119
9/16/20202020-202119
3/1/20212020-202113
3/2/20212020-202113
3/3/20212020-202113
3/4/20212020-202113
3/5/20212020-202113
3/6/20212020-202113
9/12/20212021-202219
9/13/20212021-202219

 

amitchandak 
Greg_Deckler 

 

Greg_Deckler
amitchandak 

 

your help required

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  • amitchandak's avatar
    amitchandak
    4 years ago

    fab196 , change the logic on your FY Start date

     

    This FYTD=
    var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
    var _min =if( Month(_max) <4 , date(year(_max)-1,4,1) ,date(year(_max),4,1)), //FY April -March
    return
    CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

     

    This FYTD=
    var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
    var _max = date(year(_max)-1,month(_max),day(_max))
    var _min =if( Month(_max) <4 , date(year(_max)-1,4,1) ,date(year(_max),4,1)), //FY April -March
    return
    CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

     


    This LFY Complete=
    var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
    var _min =if( Month(_max1) <4 , date(year(_max1)-2,4,1) ,date(year(_max1)-1,4,1)), //FY April -March
    var _max =if( Month(_max1) <4 , date(year(_max1)-1,3,31) ,date(year(_max1),3,31)), //FY April -March
    return
    CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

4 Replies

    • amitchandak's avatar
      amitchandak
      Super User
      4 years ago

      fab196 , change the logic on your FY Start date

       

      This FYTD=
      var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
      var _min =if( Month(_max) <4 , date(year(_max)-1,4,1) ,date(year(_max),4,1)), //FY April -March
      return
      CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

       

      This FYTD=
      var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
      var _max = date(year(_max)-1,month(_max),day(_max))
      var _min =if( Month(_max) <4 , date(year(_max)-1,4,1) ,date(year(_max),4,1)), //FY April -March
      return
      CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

       


      This LFY Complete=
      var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
      var _min =if( Month(_max1) <4 , date(year(_max1)-2,4,1) ,date(year(_max1)-1,4,1)), //FY April -March
      var _max =if( Month(_max1) <4 , date(year(_max1)-1,3,31) ,date(year(_max1),3,31)), //FY April -March
      return
      CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))