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brankocareer's avatar
brankocareer
Helper I
2 years ago
Solved

Dynamic Fiscal Year Calculation

Hi all,   I am trying to do a dynamic fiscal year calculation. On the top of report I added a Date slicer defind as "before", aiming to let user to choose one specific day. The measeure is as follo...
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  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi, brankocareer 

     

    You can try the following methods.

    Measure = CALCULATE(SUM('OS + PNG'[BONUSES]),ALLEXCEPT('Date','Date'[Fiscal Year]))
    Measure 2 = Var _FY=CALCULATE(MAX('Date'[Fiscal Year]),FILTER(ALL('Date'),[Date]=MAX('Date'[Date])))
Return
CALCULATE([Measure],FILTER(ALL('Date'),[Fiscal Year]=_FY))

    Is this the result you expected?

     

    Best Regards,

    Community Support Team _Charlotte

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

brankocareer's avatar
brankocareer
Helper I
2 years ago

Hi Charlotte,

 

Your method works at year level. If you add month, it won't work. 

 

 

brankocareer's avatar
brankocareer
Helper I
2 years ago

Hi Anonymous ,

 

Thank you for your reply! Your method works at year level. However, if you add month, it won't work. How to address this issue? 

Thank you!

Branko

 

  • brankocareer's avatar
    brankocareer
    Helper I
    2 years ago

    Hi Anonymous 

     

    I really need your help, I still can not get what I want, even I revised my measure. I already add a [Fiscal Year ] column in 'Date' table. What I need is only one year (2022 in this case) and months show up, other than all years.

    This_FY Bonus =
    VAR _MaxSelectedDate = MAX('Date'[Date])
    VAR _FiscalYear = IF(MONTH(_MaxSelectedDate) < 4, YEAR(_MaxSelectedDate) - 1, YEAR(_MaxSelectedDate))
    RETURN
        CALCULATE(
            SUM('OS + PNG'[BONUSES]),
            FILTER(
                ALL('Date'),
                'Date'[FiscalYear] = _FiscalYear &&
                'Date'[Date] >= DATE(_FiscalYear, 4, 1) &&
                'Date'[Date] <= _MaxSelectedDate
            )
        )

    Could you please help me out?

    Thank you!

    Branko

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Hi, brankocareer 

       

      You can try the following methods.

      This_FY Bonus = 
VAR _MaxSelectedDate = MAX('Date'[Date])
VAR _FiscalYear = IF(MONTH(_MaxSelectedDate) < 4, YEAR(_MaxSelectedDate) - 1, YEAR(_MaxSelectedDate))
RETURN
CALCULATE( SUM('OS + PNG'[BONUSES]),
        FILTER( 'Date','Date'[Fiscal Year] = _FiscalYear && 'Date'[Date] >= DATE(_FiscalYear, 4, 1) &&
        'Date'[Date] <= _MaxSelectedDate))

      Is this the result you expected?

       

      Best Regards,

      Community Support Team _Charlotte

      If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

      • brankocareer's avatar
        brankocareer
        Helper I
        2 years ago

        Hi Anonymous ,

         

        Let me clearify my goal: I want to show the whole fiscal year's values. Our fiscal year starts from April 1st.
        For example:
        if choose March 20, 2023 on the slice, I want to see from April 1, 2022 to March 31,2023. 
        if choose June 20, 2023 on the slice, I want to see from April 1, 2023 to March 31, 2024. 

        Current my measure is :

        This_FY Bonus =
        VAR _MaxSelectedDate = MAX('Date'[Date])
        VAR _FiscalYear = IF(MONTH(_MaxSelectedDate) < 4, YEAR(_MaxSelectedDate) - 1, YEAR(_MaxSelectedDate))
        RETURN
            CALCULATE(
                SUM('OS + PNG'[BONUSES]),
                FILTER(
                    'Date',
                    'Date'[FiscalYear] = _FiscalYear &&
                    'Date'[Date] >= DATE(_FiscalYear, 4, 1) &&
                    'Date'[Date] <= _MaxSelectedDate
                )
            )
        It still doesn't work. Did I do anything wrong?
        Thank you for your time and support!
        Branko