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ClaudioL
Helper IV
Helper IV

Fiscal year

Good day,

My need is to create a metric that shows me the actual balance from the fiscal year prior to the selected fiscal year. That is, if I select the fiscal year "FY20" in my filter, let me show the value of the fiscal year "FY19" on another card or other visualizations.

MAIL.png

 

 

 

Greetings.

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@ClaudioL , with time intelligence you can try measures like

 

Change end of year 12/31 as per your financial year end


YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

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1 REPLY 1
amitchandak
Super User
Super User

@ClaudioL , with time intelligence you can try measures like

 

Change end of year 12/31 as per your financial year end


YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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