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Mo-PHAT's avatar
Mo-PHAT
Helper I
4 years ago
Solved

Variable financial year

Hi,   My company uses accounting periods that end on the last Friday of the month.  This means that the start of the financial year is variable. Eg. This financial year (2022) began on the 26/6/202...
  • amitchandak's avatar
    4 years ago

    Mo-PHAT , You need two things for YTD

    Year and Day of year.

    I am assuming you have logic for you start date, based on that You can create year. Numeric year.

    Else create a rank on Start date of year

     

    Year Rank = Rankx('Date', 'Date'[Start of Year],,asc,dense)

    Day of year = Datediff([Start of year], [Date], day())

     

    YTD= CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank]) && 'Date'[Day of Year] <= Max('Date'[Day of Year]) ))
    LYTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1 && 'Date'[Day of Year] <= Max('Date'[Day of Year])))

     

    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