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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

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...
Need Help
  • amitchandak's avatar
    amitchandak
    5 years ago

    Anonymous , 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.

amitchandak's avatar
amitchandak
Super User
5 years ago

Anonymous , 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.