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Oros
Post Patron
Post Patron

Comparing Fiscal

Hello,

 

I have the following measure for Fiscal Year-to-Date (FYTD CURRENT).  It works well with my calendar table.  How do I modify this measure to get the equivalent FYTD (PREVIOUS)?  Thanks.

 

 

FYTD (CURRENT) =
VAR _currentmonthend =
    EOMONTH ( MAX ( 'CALENDAR'[Date] ), 0 )
VAR _currentmonthendinfo =
    MAX ( 'SALES TABLE'[PostingDate] )
RETURN
    IF (
        HASONEVALUE ( 'CALENDAR'[MONTH]),
        IF (
            _currentmonthend = _currentmonthendinfo,
            CALCULATE ( 'MEASURES'[SALES], DATESYTD ( 'CALENDAR'[Date], "10-31" ) )
        ),
        CALCULATE ( 'MEASURES'[SALES], DATESYTD ( 'CALENDAR'[Date], "10-31" ) )
    )
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Oros , with help from a date table

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"10/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"10/31"))

 

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

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

@Oros , with help from a date table

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"10/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"10/31"))

 

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

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

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