Forum Discussion
Helper IIIFiscal Year to Date
Community Champion
FYTD Measure = TOTALYTD ( SUM ( Table[Column] ), 'Calendar'[Date], "03/31" ) PFYTD MEASURE = CALCULATE ( [FYTD Measure], DATEADD ( 'Calendar'[Date], - 1, YEAR ) )
Hope this helps! :smileyhappy:
Hi Sean,
I am not able to succesfully calculate the PFYTD value using your formula above. I have created a date dimension table which is limited to the scope of dates in my fact table. My fiscal year also starts on 1 April and ends on 31 March. It seems that the formula does not go back to the previous FY and still looks at the latest FY.
I am comparing the result i get in Power BI to the PFYTD value which i calculate below. Perhaps i am not comparing like with like?
Please advise.
Regards,
Yuveer
--Previous YTD
SELECT
SUM(A.PO_NETORDERVALUE)
from
PURCHASE_ORDER A
LEFT JOIN
DATES B
ON
A.DATE_KEY = B.DATE
where
B.FISCALYEAR = '2018'
AND
DATE(a.PO_DATECREATEDHEADER) >= '2017-04-01 00:00:00' AND DATE(A.PO_DATECREATEDHEADER) < '2017-04-14 00:00:00'
LIMIT 1000;
Hi All, I am having great trouble with this previous fiscal year to date.
Firstly, my year to date DAX:
Booked Sales = SUM(vw_fact_booking[net_total_amt])
Booked Sales FYTD = TOTALYTD([Booked Sales],dates[Date], "30/06")
Booked Sales PFYTD = CALCULATE([Booked Sales FYTD],DATEADD(dates[Date],-1,YEAR))
However, it does not work.
If I filter on date table from (yyy-mm-dd) '2017-07-01' to '2018-01-13', then the figure is different, very different (like 170% more) than to what shows up for PFTYD run as of today.
Any ideas why?
I am struggling with this.. how do you add the from date as the 1st June each year?
Howdy Jak82 -
The example provided above is based on 1st July, if you want to do 1st June, just change the end date to 31/05 like below:
Booked Sales FYTD = TOTALYTD([Booked Sales],dates[Date], "31/05")