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Anonymous's avatar
Anonymous
Not applicable
5 years ago

Fiscal year

Good day,

 

I am wanting to create a metric which refers to the previous financial year once it is filtered by any financial year. For example, select the accounting year FY20, and that the actual balance of the FY20 appears and at the same time on another card, matrix or whatever, the actual balance of the accounting year FY19. The problem I have is that these accounting exercises pre-defined by the companies to which we sell BI development differ and at the same time vary from year to year. Example, in the following table you can see the different accounting years that were defined for a customer:

In the filter in power bi you can see the FYAA of each fiscal year that was created through the DATE_F_DESDE and DATE_F_HASTA

 


Can you help me, please?

 

Greetings

Need Help

1 Reply

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    5 years ago

    Anonymous , the expected output is not clear with a date table

    Creating Financial Calendar - From Any Month
    https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441

     

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"10/31"))
    Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"10/31"))
    This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"10/31"))
    Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"10/31"))

     

    But when you have shifted from Jan to Oct as FY, additional logic is needed