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Anonymous
Not applicable

FY sales dax help

Hi experts,

Need to calculate fInancial year sales (starting from april) based on the end date or year-month selected by the user.

Please help

1 ACCEPTED SOLUTION

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

6 REPLIES 6
Ashish_Mathur
Super User
Super User

Hi,

Share the link from where i can download your PBI file.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Anonymous
Not applicable

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Fowmy
Super User
Super User

@Anonymous 

Not enough information to understand your requirements, If you need the past 12 months sales then this measure should work for you.

FY Sales = 

CALCULATE(
    [Total Sales],
    DATESINPERIOD( 'dates'[Date] , -1 , YEAR )
)
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Anonymous
Not applicable

Hi, Need to calculate fInancial year sales (starting from april) based on the end date or year-month selected by the user.

Hi, @Anonymous 

You can check this article https://allure-analytics.com/index.php/2022/05/14/standard-calendar-date-table-in-power-bi/

In your case you can use the code in ULTIMATE DYNAMIC DAX CALENDAR + FISCAL PERIODS 

and change _startOfFiscalYear to 4 and use it as a slicer. You need to connect it to your sales table by Date.

Also, if you need to calculate Fiscal YTD just check this:

https://allure-analytics.com/index.php/2022/05/24/time-intelligence-in-power-bi/

 or simply:

FiscalYTD = CALCULATE([Sales], DATESYTD('Date'[Date], "03/31") --where 03/31 is end date and fiscal year start on 1st April

 




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