financial year YTD

[ShaikRafi]

Hi,

I need to calculate YTD for financial year

Current year--- 2022 Apr to 2023 mar(CY Value from 2022 Apr to till date)

pervious year --2021 apr to 2022 mar(PY value from 2021 Apr ro 2022 mar)

 and i need show like below in ssas cube

Can you help to write dax(without selection date filter we need dax calaculation)

[Whitewater100 · Accepted solution]

Hi:

I hope you have Date Table, marked as Date tble and with one to many relationship with fact table. I will paste some code where you should be able to name annual beginning of year.

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"31-03"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"9/30"))

You can substitute your measure where I have bolded above.

Measure Total Sales = SUM(Sales[Sales Amt])

Date Table named dates:

Dates =

-- Specify a start date and end date

VAR StartDate = Date(2021,4,1)

VAR EndDate = Today() 

VAR FiscalMonthEnd = 3

-- Generate a base table of dates

VAR BaseTable = Calendar(StartDate, EndDate)

-- Add the Year for each individual date

VAR Years = ADDCOLUMNS(BaseTable,"Year",YEAR([Date]))

-- Add the calendar month and other month related data for each date

VAR Months = ADDCOLUMNS(

    Years,

    "Month",MONTH([Date]),

    "Year and Month Number",FORMAT([Date],"YYYY-MM"),

    "Year and Month Name",FORMAT([Date],"YYYY-MMM"),

    "Fiscal Year", IF( FiscalMonthEnd = 12, YEAR([Date]), IF( MONTH([DATE]) <= FiscalMonthEnd, YEAR([DATE])-1, YEAR([Date]))),

    "Fiscal Month", IF( FiscalMonthEnd = 12, MONTH([Date]),

        IF( MONTH([Date]) <= FiscalMonthEnd, FiscalMonthEnd + MONTH([Date]), MONTH([Date]) - FiscalMonthEnd))

)

-- Add the Quarter and other quarter related data for each date   

VAR Quarters = ADDCOLUMNS(

    Months,

    "Quarter",ROUNDUP(MONTH([Date])/3,0),

    "Year and Quarter",[Year] & "-Q" & ROUNDUP(MONTH([Date])/3,0))

-- Add the Day and other day related data for each date   

VAR Days = ADDCOLUMNS(

    Quarters,

    "Day",DAY([Date]),

    "Day Name",FORMAT([Date],"DDDD"),

    "Day Of Week",WEEKDAY([Date]),

    "Day Of Year", DATEDIFF (DATE(YEAR([Date]),1,1), [Date], DAY) + 1)

-- Add the Week (assuming each week starts on a Sunday) and other week related data for each date   

VAR Weeks = ADDCOLUMNS(

    Days,

    "Week Of Month (Sunday)",INT((DAY([Date])-1)/7)+1,

    "Week of Year (Sunday)",WEEKNUM([Date],1),

    "Year and Week (Sunday)",[Year] & "-W" & WEEKNUM([Date],1))

-- Add an 'Is Working Day' column which will be true for all days but Saturday and Sunday.

var WorkingDays = ADDCOLUMNS(

    Weeks,

    "Is Working Day", NOT WEEKDAY( [Date] ) IN {1,7})

RETURN WorkingDays