Assigning Start & End for Year To Day Calculation

[KH_Mike]

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.

Date	Amount
2020-12	10
2021-01	20
2021-02	30
2021-03	40
2021-04	50
2021-05	60
2021-06	70
2021-07	80
2021-08	90
2021-09	100
2021-10	110

[amitchandak · Accepted solution]

@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")