Forum Discussion
Fiscal Year Starting from Feb
Hello All,
How Do I calculate TOTALYTD,TOTALMTD for a fiscal year starting from Feb. 1Can some one please guide me?
Thanks
Hi,
How about this measure
=CALCULATE(SUM(Data[Value]),DATESYTD(Calendar[Date],"31/1"))
There should be a Calendar Table and a relatiosnhip from the Date column in your Data Table to the Date column of your Calendar Table.
3 Replies
Hi,
We would need more information about how your data set is structured. In your data tables, do you have columns for dates, month and fiscal year?
I don't think you can use these TOTALYTD functions for Fiscal Year starting in Feb but you can easily add a column in your query with an if statement on the date. Edit your query and add a costum column with a formula similar to this:
IF(Month([DATE])>2,"FY"&Year([DATE])+1,"FY"&Year([DATE]))
Hi Anonymous,
Based on my test, you could refer to below formula:
TOTALYTD = TOTALYTD(SUM('Table'[Value]),'Table'[Date],FILTER('Table',MONTH('Table'[Date])>2))TOTALMTD = TOTALMTD(SUM('Table'[Value]),'Table'[Date],FILTER('Table',MONTH('Table'[Date])>2))Result:
You could also dowanload the pbix file to have a view.
Regards,
Daniel He
Hi,
How about this measure
=CALCULATE(SUM(Data[Value]),DATESYTD(Calendar[Date],"31/1"))
There should be a Calendar Table and a relatiosnhip from the Date column in your Data Table to the Date column of your Calendar Table.
