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grega
Helper II
Helper II

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.

1 ACCEPTED SOLUTION
rajendraongole1
Super User
Super User

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!!

 

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





View solution in original post

3 REPLIES 3
rajendraongole1
Super User
Super User

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!!

 

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





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

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

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