Forum Discussion

KH_Mike's avatar
KH_Mike
Icon for Helper III rankHelper III
5 years ago
Solved

Assigning Start & End for Year To Day Calculation

Hi All,

 

I have a set of data which like below. Right now, I would like to calculate the Year to Day by Fiscal Year (Starting from 1st April). Is it possible to calculate the YTD by starting from Fiscal Year and end from four month before max month?

 

Like below example, I would like to sum from (2021-04 to 2021-07). Then later when I got the data for 2021-08, the YTD will sum from (2021-04 to 2021-08). Thank you.

 

DateAmount
2020-1210
2021-0120
2021-0230
2021-0340
2021-0450
2021-0560
2021-0670
2021-0780
2021-0890
2021-09100
2021-10110
Need Help
  • amitchandak's avatar
    amitchandak
    5 years ago

    KH_Mike , Based on what I got.

    You can use datesytd

     

    YTD Sales = CALCULATE(SUM(Table[Amount]),DATESYTD('Date'[Date],"3/31"))
    Last YTD Sales = CALCULATE(SUM(Table[Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"3/31"))

     

    You can have these column in date tbale

    Start Year = STARTOFYEAR('Date'[Date],"3/31")

    End Year = ENDOFYEAR('Date'[Date],"3/31")

1 Reply

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    5 years ago

    KH_Mike , Based on what I got.

    You can use datesytd

     

    YTD Sales = CALCULATE(SUM(Table[Amount]),DATESYTD('Date'[Date],"3/31"))
    Last YTD Sales = CALCULATE(SUM(Table[Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"3/31"))

     

    You can have these column in date tbale

    Start Year = STARTOFYEAR('Date'[Date],"3/31")

    End Year = ENDOFYEAR('Date'[Date],"3/31")