topic Re: CALCULATE Last Fiscal Year's Total in DAX Commands and Tips

CALCULATE Last Fiscal Year's Total

PBrainNWH — Fri, 14 Jun 2024 03:31:24 GMT

This is the measure I'm using to calculate total gifts to date in the current fiscal year.

GiftsFYTD = CALCULATE([Total Gifts], DATESYTD(Opportunity[CloseDate], "6/30"))

How can I modify it to create another measure to find total gifts for all of last fiscal year?

Re: CALCULATE Last Fiscal Year's Total

rajendraongole1 — Fri, 14 Jun 2024 03:41:15 GMT

Hi PBrainNWH Create a measure that calculates the total gifts for the last fiscal year.

Create below measure and check:

GiftsLastFY =
CALCULATE(
[Total Gifts],
DATESBETWEEN(
Opportunity[CloseDate],
DATE(YEAR(TODAY())-1, 7, 1),
DATE(YEAR(TODAY()), 6, 30)
)
)

assuming FY ends with June.

Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!

Re: CALCULATE Last Fiscal Year's Total

PBrainNWH — Fri, 14 Jun 2024 03:53:33 GMT

Thank you for replying.

The calculation GiftsLastFY is giving me the total for every day of the last fiscal year. I'm testing on one record and they have one $10,000 gift in last fiscal year.

Re: CALCULATE Last Fiscal Year's Total

rajendraongole1 — Fri, 14 Jun 2024 03:54:52 GMT

Hi PBrainNWH - Sorry,

can you try either sameperiodlastyear or parallelperiod function from dax

Below logic i am sharing with Paralleperiod function.

GiftsLastFY =
CALCULATE(
[Total Gifts],
DATESYTD(
PARALLELPERIOD(Opportunity[CloseDate], -1, YEAR),
"6/30"
)
)

Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!

Re: CALCULATE Last Fiscal Year's Total

PBrainNWH — Fri, 14 Jun 2024 03:58:01 GMT

ParallellPeriod seems to work! Thank you.