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Kornholio's avatar
Kornholio
Icon for Helper III rankHelper III
7 years ago
Solved

Fiscal Year for Previous Year

I have a problem. I have a Period Date which has a Year option. It has a month, year, etc hierarchy. There is a problem when having the previous year to date. The FY is from April, Year(XX), to March...
Need Help
  • amitchandak's avatar
    amitchandak
    7 years ago

    First of all, create a calendar table

    https://docs.microsoft.com/en-us/dax/calendar-function-dax

     

    Then try totalytd

    https://docs.microsoft.com/en-us/dax/totalytd-function-dax

    Use period end date in the given formula

    Totalytd year = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),'Date'[Date Filer],"3/31"))

Totalytd Last year = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),dateadd('Date'[Date Filer],-1,YEAR),"3/31"))

    Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
    Thanks.

amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
7 years ago

First of all, create a calendar table

https://docs.microsoft.com/en-us/dax/calendar-function-dax

 

Then try totalytd

https://docs.microsoft.com/en-us/dax/totalytd-function-dax

Use period end date in the given formula

Totalytd year = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),'Date'[Date Filer],"3/31"))

Totalytd Last year = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),dateadd('Date'[Date Filer],-1,YEAR),"3/31"))

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks.