Help with Previous Fiscal Year to Date sum of measure

[ChaseG_BI]

Hello,

I've tried using parallelperiod and sameperiod to create a measure that returns the sum [Charges] for the Previous Fiscal Year to Date. The result of both DAX's is the sum of [Charges] for all records, regardless of my page filter >=10/1/2023 and the latest date in the file is 7/14/2024

Attempt 1: returns all [Charges] in the data:

PreviousYearSamePeriodCharges =

CALCULATE(

    SUM(FinalTable2[Charges]),

    SAMEPERIODLASTYEAR('Date'[Date])

)

Attempt 2: returns all [Charges] in the data:

PrevYearParallelPeriod = CALCULATE (

   SUM (FinalTable2[Charges]),

   PARALLELPERIOD ('Date'[Date], -1,YEAR)

)

Here is the desired result which I attained simply changing my Date filter to 10/1/22 - 7/14/23

Below is an excerpt of the specific columns from the data.  Thank you for any assistance!

POSTDATE	SUPERVISINGPROVIDER	Charges
4/1/2023	R_R	$2,979
5/1/2023	R_R	$4,421
6/1/2023	R_R	$93,317
7/1/2023	R_R	$140,088
8/1/2023	R_R	$211,991
9/1/2023	R_R	$324,809
10/1/2023	R_R	$157,192
11/1/2023	R_R	$177,722
12/1/2023	R_R	$120,210
1/1/2024	R_R	$96,285
2/1/2024	R_R	$243,313
3/1/2024	R_R	$229,711
4/1/2024	R_R	$227,534
5/1/2024	R_R	$260,698
6/1/2024	R_R	$213,828
7/1/2024	R_R	$70,699

[some_bih]

Hi @ChaseG_BI to calculate fiscal amount you need to have fiscal year definition, like it start in March or June...

then you should adopt in your measure.

Example of fiscal year on link. Hope this helps

[ChaseG_BI]

Thanks for the suggestion.  I'd rather just use a filter to drive the date range.  Also, my date table does specify an October start to our Fiscal year.  Thanks!

[some_bih]

Hi @ChaseG_BI the best would be to create measure for fiscal amount, similar on link. Still, you know better your model and requirements.