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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.

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
  • brankocareer's avatar
    brankocareer
    Helper I
    2 years ago

    Sorry, I pasted the wrong measure, 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'[Date] >= DATE(_FiscalYear, 4, 1) &&
            'Date'[Date] <= DATE(_FiscalYear+1, 3,31)))
    • Anonymous's avatar
      Anonymous
      Not applicable
      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.