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IA_John
New Member

Show Sales detail for the previous fiscal year

Good day. 
I am looking for asistance with a DAX measure to show the Sales detail for the prior complete Fiscal year. 

My measure for the Previous fiscal YTD is working fine: 

 

/*Previous Fiscal YTD*/

Sales (PYTD) =

VAR DataMaxDate = TODAY()

RETURN

    CALCULATE (

        CALCULATE([Total Sales], DATESYTD('Calendar'[Date].[Date],"28/2")),

            SAMEPERIODLASTYEAR (

            INTERSECT (

                VALUES ( 'Calendar'[Date].[Date] ),

                DATESBETWEEN ( 'Calendar'[Date].[Date], BLANK (), DataMaxDate )

            )

        )

        , ALL( 'Calendar'[FiscalYear])

    )

However the measure for showing the detail for the whole fiscal period, I am stuck with. Currently I have: 

/*Full Previous Fiscal Year*/

Sales (PY) =

    CALCULATE(

        [Total Sales],filter('Calendar', year('Calendar'[Date]) = Year(Today())-1)

    )

The results from this measure shows me the sales for the whole calendar year. It starts on 2022/01/01 instead of 2022/03/01. 

It ends at 2022/12/30 where it should end on 2023/02/28. 

In this snippet it shows where the Sales (PY) should start: 

Sales (PY) 1.png

This snippet shows where it ends on the last day of the 2022, instead of ending on 2023-02-28: 

Sales (PY) 2.png

What I need to achieve is a object like this. It compares the full year v the YTD. 

Sales (PY) 3.png

 

 

Thank you very much in advance. 

John

 

 

1 REPLY 1
Greg_Deckler
Community Champion
Community Champion

@IA_John Bit difficult to be specific with this without sample data. You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.
https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

 

Also, these videos may help as well:

 



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