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

Earn a 50% discount on the DP-600 certification exam by completing the Fabric 30 Days to Learn It challenge.

Reply
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.

View solution in original post

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.

Helpful resources

Announcements
RTI Forums Carousel3

New forum boards available in Real-Time Intelligence.

Ask questions in Eventhouse and KQL, Eventstream, and Reflex.

MayPowerBICarousel

Power BI Monthly Update - May 2024

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

LearnSurvey

Fabric certifications survey

Certification feedback opportunity for the community.