Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Get certified in Microsoft Fabric—for free! For a limited time, get a free DP-600 exam voucher to use by the end of 2024. Register now

Reply
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"
)
)

 

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





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





View solution in original post

4 REPLIES 4
rajendraongole1
Super User
Super User

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!!





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





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!!





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





ParallellPeriod seems to work! Thank you.

 

Helpful resources

Announcements
November Carousel

Fabric Community Update - November 2024

Find out what's new and trending in the Fabric Community.

Live Sessions with Fabric DB

Be one of the first to start using Fabric Databases

Starting December 3, join live sessions with database experts and the Fabric product team to learn just how easy it is to get started.

Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount! Early Bird pricing ends December 9th.

Nov PBI Update Carousel

Power BI Monthly Update - November 2024

Check out the November 2024 Power BI update to learn about new features.