YTD Financial Year

[Profittare2020]

Hi all,

I hope you are well!

I am trying to calculate my Total YTD fo my financial year using the formula that you can see below:

Production Fiscal Year = TOTALYTD([Production],d_Calendar[Date],"3/31")

The financial year is April-March, but I Still have Poweer Bi calculating April-December.

If you could help me on that would be more the helpfull!! Thanks!!

[vivran22]

Hello @Profittare2020 ,

Have you used a calendar table in your model?

I have applied the same formula in the sample data and it is giving me the desired results:

Measures used:

YTD Total FY = 
    TOTALYTD([Total Orders],ftCalendar[Date],"3/31")

YTD Total = 
    TOTALYTD([Total Orders],ftCalendar[Date])

You may refer to the following article on calendar table:

https://www.vivran.in/post/power-bi-time-intelligence-calendar-table

Cheers!
Vivek

If it helps, please mark it as a solution. Kudos would be a cherry on the top 🙂
If it doesn't, then please share a sample data along with the expected results (preferably an excel file and not an image)

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