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Brendy_P's avatar
Brendy_P
Icon for Helper I rankHelper I
9 months ago
Solved

LY Fiscal Calculation

Hi All, Hopefully I can explain my dilemma adequately for you to help me. Thank you in advance. I am looking to calculate last years total from my Calendar table which is based on my company's fisc...
  • amitchandak's avatar
    amitchandak
    9 months ago

    Brendy_P , If you have Oct-2025 or onward 

    New Calendar 

    Do these entries 

    Formula 

    YTD FY = CALCULATE([Net], DATESYTD('FY'))
Praful_Potphode's avatar
Praful_Potphode
Icon for Super User rankSuper User
9 months ago

Hi Brendy_P ,

Can you try TOTALYTD DAX Function for current year and previous year,it has one additional parameter to switch year end.

try measures below:

Total = SUM(TD[SalesAmount])
Current year = TOTALYTD(
[Total]
,'Calendar'[Date]
,"03/31" //here my year end is 31st march change it as per your company
) 
Previous Year = TOTALYTD(
[Total],
SAMEPERIODLASTYEAR('Calendar'[Date])
,"03/31"
)

 

Please give kudos or mark it as solution once confirmed.

 

Thanks and Regards,

Praful

 

Brendy_P's avatar
Brendy_P
Icon for Helper I rankHelper I
9 months ago

Hi Praful_Potphode 

Thank you for your reply, your solution is 99.9% correct.

The correct cumlative total should be 130.

As you can see from below, Company week's should include the date 7th April for last year.

 

 

 

  • Praful_Potphode's avatar
    Praful_Potphode
    Icon for Super User rankSuper User
    9 months ago

    Hi Brendy_P 

    In my solution, "03/31"  is the year end which translates to 31st March 

    Can you put youryear end in formula and try again.

     

    Please give kudos or mark it as solution once confirmed 

     

    Thanks and regards,

    Praful