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Calvin69
Helper III
Helper III

Calculating YTD values with Variable End Fiscal Year date each year

Hi all,

I had successfully calculated YTD values measure using standard fiscal calendar table "April to March".

I used the following Formula:

 

YTD Amount = Calculate(SUM(Table[Amount]), DATESYTD(Datetable[Date], "3/31")

 

I now need to do the same but this time using a variable fiscal year calendar table where each consecutive fiscal year ends on a different date:

  • First year End Date: 26/03/2022
  • Second Year: 01/04/2023
  • Third Year: 30/03/2024
  • Fourth Year: 28/03/2025

I am assuming that I need to play around the interval values "3/31" but not sure what to put there...

 

I have done some preparation on my date table but I am not sure if it is enough to allow me to do the above.

My current date table can be found on this link as it was too big to past on here.

 

Any help would be greatly appreciated

Thanks

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Calvin69 , seem like you have a custom calendar like - https://amitchandak.medium.com/cheat-sheet-power-bi-4-4-4-and-4-4-5-calendar-786f76da7d92

 

Then you need year start date and day of year

Day of Year =datediff([Year Start date] , [Date],Day) +1

 

YTD= CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank]) && 'Date'[Day of Year] <= Max('Date'[Day of Year]) ))
LYTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1 && 'Date'[Day of Year] <= Max('Date'[Day of Year])))

 


Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

 

DAX Calendar - Standard Calendar, Non-Standard Calendar, 4-4-4 Calendar
https://www.youtube.com/watch?v=IsfCMzjKTQ0&t=145s

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1 REPLY 1
amitchandak
Super User
Super User

@Calvin69 , seem like you have a custom calendar like - https://amitchandak.medium.com/cheat-sheet-power-bi-4-4-4-and-4-4-5-calendar-786f76da7d92

 

Then you need year start date and day of year

Day of Year =datediff([Year Start date] , [Date],Day) +1

 

YTD= CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank]) && 'Date'[Day of Year] <= Max('Date'[Day of Year]) ))
LYTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1 && 'Date'[Day of Year] <= Max('Date'[Day of Year])))

 


Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

 

DAX Calendar - Standard Calendar, Non-Standard Calendar, 4-4-4 Calendar
https://www.youtube.com/watch?v=IsfCMzjKTQ0&t=145s

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