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PowerBITestingG's avatar
PowerBITestingG
Resolver I
4 years ago

Custom YTD bug

Hi all,   So I added a custom YTD measure that starts on October. This works well for all years except 2021-2022, where it start correctly on October but it resets and restarts summing from January...
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amitchandak's avatar
amitchandak
Super User
4 years ago

PowerBITestingG , Access denied to the file

 

But you can use time intelligence. Make sure you date table have date till the end of FY

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"9/30"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"9/30"))

 

 

 

or

 

This FYTD=
var _max = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _min =if( Month(_max) <10 , date(year(_max)-1,10,1) ,date(year(_max),10,1)), //FY April -March
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

This FLYTD=
var _max1 = if(isfiltered('Date'),MAX( 'Date'[Date]) , today())
var _max = date(year(_max)-1,month(_max),day(_max))
var _min =if( Month(_max) <10 , date(year(_max)-1,10,1) ,date(year(_max),10,1)), //FY April -March
return
CALCULATE([net] ,DATESBETWEEN('Date'[Date],_min,_max))

 

 

FY Calendar - https://medium.com/chandakamit/cheat-sheet-calendar-of-any-standard-month-just-one-variable-apart-5ee47de6a208