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grega's avatar
grega
Helper II
2 years ago
Solved

Current FY vs Previous FY

Hi,

 

I'm struggling with a measure that I need to create.

 

Our financial period runs from 01/09 to 31/08

 

I need to report the Current FY.  For that, I'm using a Fiscal CurrYearOffset Date table field and that is working fine, however, I also need to report within our financial window of 01/09 to 31/08 for the previous year, for the same period this year.  Does anyone know a way of achieving this?

 

Thanks,

Greg.

  • Hi grega - can you try the below measure as per FYCY

    Current FYTD Sales =
    CALCULATE(
    [Total Sales],
    DATESYTD(
    'Date'[Date],
    "08/31"
    )
    )

     

    Create another measure for FYPY

    Previous FYTD Sales =
    CALCULATE(
    [Total Sales],
    DATESYTD(
    SAMEPERIODLASTYEAR('Date'[Date]),
    "08/31"
    )
    )

     

    Try the above logic , let know

     

    Did I answer your question? Mark my post as a solution! This will help others on the forum!
    Appreciate your Kudos!!

     

     

3 Replies

  • Hi grega - can you try the below measure as per FYCY

    Current FYTD Sales =
    CALCULATE(
    [Total Sales],
    DATESYTD(
    'Date'[Date],
    "08/31"
    )
    )

     

    Create another measure for FYPY

    Previous FYTD Sales =
    CALCULATE(
    [Total Sales],
    DATESYTD(
    SAMEPERIODLASTYEAR('Date'[Date]),
    "08/31"
    )
    )

     

    Try the above logic , let know

     

    Did I answer your question? Mark my post as a solution! This will help others on the forum!
    Appreciate your Kudos!!

     

     

    • grega's avatar
      grega
      Helper II

      Hi,  Thanks for the response.  no data is being returned when using the measure. 

      • grega's avatar
        grega
        Helper II

        It looks like this is an issue with the Date Table I'm using.