Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Get certified in Microsoft Fabric—for free! For a limited time, the Microsoft Fabric Community team will be offering free DP-600 exam vouchers. Prepare now

Reply
tmears
Helper III
Helper III

Fiscal Year to Date

Dear all

 

Any help would be appriciated.  My fiscal Year starts on the 1st of April, i have created the enclosed

 

 

datatable2.PNGdatetable.PNG

 I am trying to create a measure which will bring back previous years sales baed on the FISCAL year ie 2015/2016 and 2016/2017

 

any help would be appricated

 

Tim

 

1 ACCEPTED SOLUTION
Sean
Community Champion
Community Champion

@tmears

 

FYTD Measure =
TOTALYTD ( SUM ( Table[Column] ), 'Calendar'[Date], "03/31" )

PFYTD  MEASURE =
CALCULATE ( [FYTD Measure], DATEADD ( 'Calendar'[Date], - 1, YEAR ) )

Hope this helps! Smiley Happy

View solution in original post

5 REPLIES 5
Sean
Community Champion
Community Champion

@tmears

 

FYTD Measure =
TOTALYTD ( SUM ( Table[Column] ), 'Calendar'[Date], "03/31" )

PFYTD  MEASURE =
CALCULATE ( [FYTD Measure], DATEADD ( 'Calendar'[Date], - 1, YEAR ) )

Hope this helps! Smiley Happy

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;

 

 

Anonymous
Not applicable

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?

 

Anonymous
Not applicable

I am struggling with this.. how do you add the from date as the 1st June each year?

Anonymous
Not applicable

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")

 

Helpful resources

Announcements
OCT PBI Update Carousel

Power BI Monthly Update - October 2024

Check out the October 2024 Power BI update to learn about new features.

September Hackathon Carousel

Microsoft Fabric & AI Learning Hackathon

Learn from experts, get hands-on experience, and win awesome prizes.

October NL Carousel

Fabric Community Update - October 2024

Find out what's new and trending in the Fabric Community.