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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'))
MohdZaid_'s avatar
MohdZaid_
Icon for Super User rankSuper User
9 months ago

Hey Brendy_P , 

 

The fix is simple create a numeric Fiscal year first, then build the text labels from that.

 

 



DAX for Year from date and month - 

 

 

DAX for FY from Year   -

 



A reliable pattern you can reuse anythime a client needs fiscal year slicing.



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

Hi MohdZaid_ 

I will try what you have suggested and get back to you. Thanks