Need help to get YTD for last FY .

[Anonymous]

Hello Team,

         I have requirement like below.

1.Having FY calender table having columns like Date, FY year, FY month, FY quarter, FY Week number. 

   Note:- FY starts from Jul 1st to Jun 30th every year.

2. Sales table . based on one column i mapped from FY table to this table.

3.currently i should show last 10 FY data in matrics.  i mean today is suppose Jan-03-2022 so i should show all years data to till same day  respect to year. for FY19 data should be till Jan-03-2020, FY20 be like Jan-03-2021.

Any ways please let me know

[v-xiaotang]

Hi @Anonymous 

Here is an instructional video for your reference, 

Power BI - How to Calculate YTD (Year to Date) Rolling Sum - YouTube

Hands-On Power BI Tutorial 📊Beginner to Pro [Full Course] ⚡ - YouTube

Best Regards,

Community Support Team _Tang

If this post helps, please consider Accept it as the solution to help the other members find it more quickly.

[tamerj1]

Hi @Anonymous 
You can try the following code for fiscal year - previous year to date

Sales Fiscal PYTD = 
VAR LastMonthInYearAvailable =
    MAX ( 'Date'[Fiscal Month Number] )
VAR LastYearAvailable = SELECTEDVALUE ( 'Date'[Fiscal Year Number] )
VAR PreviousYearAvailable = LastYearAvailable - 1
VAR Result =
    CALCULATE ( 
        [Sales Amount], 
        REMOVEFILTERS ( 'Date' ),
        'Date'[Fiscal Month Number] <= LastMonthInYearAvailable,
        'Date'[Fiscal Year Number] = PreviousYearAvailable
    ) 
RETURN 
    Result