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asia1745
Regular Visitor

Attempting to calculate FYTD - having trouble with DATESBETWEEN

Hi everyone, 

 

I have a few similar pages showing Total Revenue versus planned to date for Fiscal Year, Quarter, and Month. I am using three similiar measures to show running total. Quarter and month work exactly as hoped but Fiscal year shows the total for each row - despite using the same relationships and columns as quarter and month.

 

 

  1. Quarter
    1. Quarter Running Total = CALCULATE(SUM('Planned shipment exclude fd'[Total value])-SUM('Daily Revenue Goal'[Daily Goal]) ,DATESQTD(('Daily Revenue Goal'[Date])))  
      1. asia1745_2-1677255890792.png
  2. Month 
    1. MTD Running Total = CALCULATE(SUM('Planned shipment exclude fd'[Total value])-SUM('Daily Revenue Goal'[Daily Goal]) ,DATESMTD(('Daily Revenue Goal'[Date])))    
    2. asia1745_3-1677255925219.png

       

  3. Fiscal Year (October-September)
    1.  FY Running Total = CALCULATE(SUM('Planned shipment exclude fd'[Total value])-SUM('Daily Revenue Goal'[Daily Goal]) ,DATESBETWEEN('Daily Revenue Goal'[Date],Date(2022,10,01),Date(2023,02,23)))
      1. Shows the total on each row  
      2. Also clears out my other columns and measures for some reason?
        1. asia1745_1-1677255837108.png

           

I have attempted to use: 

  1. DATESINPERIOD 
  2. Add the closing balance from the previous quarter 
asia1745_0-1677255692338.png

 

 

3 REPLIES 3
lbendlin
Super User
Super User

use DATESYTD or a manual DAX code.

Why even respond if you are going to give such a non-answer? If I knew how to do the manual version I would have done that instead of posting. I can't use DatesYTD because my fiscal year is different.

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...
Please show the expected outcome based on the sample data you provided.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

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