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saurabhtd
Resolver II
Resolver II

How to find sum of ordervalue over the period of fiscal year?

I want to calculate sum of ordervalue for period of
1. current Fiscal year,
2. Previous Fiscal Year,
3. Previous to Previous Fiscal year.

Fiscal year starts on 1st octomber of previous year and ends on 30th september of current year.
Example : 2023 fiscal year is starts from 1 oct 2022 and ends on 30 sept 2023.

I want to filter the result by fiscal year month and fiscal year.

Can you please help me in Dax logic ?

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@saurabhtd , check if Time intelligence with a date table can help

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"09/30"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"09/30"))

Last to Last  YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"09/30"))

 

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s


Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

View solution in original post

3 REPLIES 3
amitchandak
Super User
Super User

@saurabhtd , check if Time intelligence with a date table can help

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"09/30"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"09/30"))

Last to Last  YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"09/30"))

 

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s


Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

@amitchandak Thank you. These formulas worked. 

@amitchandak Time intelligence with date table doesn't give correct anser for Last YTD sales and Last to last YTD sales. I had tried this logic. 

This is the issue I am facing. 

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