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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.

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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.

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