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lennyt99
Helper I
Helper I

Help please asap!

lennyt99_0-1666384132139.png

My fiscal Year data is wrong for FY 20 & FY 21... why is this happening but it's correct for FY 22,23,& 24??

This is my Volume LY Formula

 

Volume LY =
CALCULATE(
SUM('Opportunity Tracker 2.0'[Annual Volume LBS]),
DATEADD('Fiscal Year Conversion'[Calendar Date], -1, YEAR))
 
I have a fiscal year calendar already marked as my date table and its correct, because the fiscal year values shown are correct, I just need it to return the correct volume in fiscal year please help with a solution . Maybe a filter or something?

 

4 REPLIES 4
amitchandak
Super User
Super User

@lennyt99 , seem like related to leap year, Try like

Volume LY =
CALCULATE(
SUM('Opportunity Tracker 2.0'[Annual Volume LBS]),
SAMEPERIODLASTYEAR('Fiscal Year Conversion'[Calendar Date]))

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Unfortunatly still the same for the period of FY2020. My  fiscal calendar start and end date vary.. for exaple one year it starts 9/30, and another it starts 10/2... so perhaps -1 year that's why it's off? How do I do it by fiscal year?

I've tried that also, however yields the same result. What if a filter is used only for the fiscal year?

@lennyt99 ,Only for year level

Rank on FY start Date or Fy year number (sortable)

Year Rank = RANKX(all('Date'),'Date'[FY Year Start date],,ASC,Dense)

 

Measure
This Year = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])))
Last Year = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1))

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