Custom YTD bug

[PowerBITestingG]

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 2022

I am going crazy trying to figure it out

https://drive.google.com/file/d/1KL-oKusVkU8H-89bax_rRbnQER1SkPfa/view 

I will greatly appreciate any help

[v-xiaotang]

Hi  @PowerBITestingG 

I just want to confirm if you resolved this issue? If yes, you can accept the answer helpful as the solution or share you method and accept it as solution, thanks for your contribution to improve Power BI.

If you need more help, please let me know.

Best Regards,

Community Support Team _Tang

If this post helps, please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@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-5e...

[Ashish_Mathur]

Hi,

I get an access denied message when i click on that link.

[PowerBITestingG]

Sorry, you should have access now

[Ashish_Mathur]

Hi,

You may download my PBI file from here.

Hope this helps.