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PBrainNWH
Helper II
Helper II

CALCULATE Last Fiscal Year's Total

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?
1 ACCEPTED SOLUTION

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"
)
)

 

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View solution in original post

4 REPLIES 4
rajendraongole1
Community Champion
Community Champion

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!!

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.

PBrainNWH_0-1718337205231.png

 




 

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!!

ParallellPeriod seems to work! Thank you.

 

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