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Anonymous
Not applicable

Fiscperyear -2022012 /2022011 for YTD MTD PREVIOUSYEAR calculation

Hi All,

 

I have no date column in my dataset and only fiscalyearperiod which contains data as string with values like 2022012,2022011 .

How do I perform calculation for YTD ,Previous year ,  MTD and other date related calculations ?

 

Thanks 

1 ACCEPTED SOLUTION
v-yangliu-msft
Community Support
Community Support

Hi  @Anonymous ,

I created some data:

vyangliumsft_0-1679972007480.png

 

Here are the steps you can follow:

1. Create calculated table.

 

Date =
CALENDAR(
    DATE(2021,1,1),DATE(2023,12,31))

 

Create calculated column

 

YearMonth =
YEAR('Date'[Date])&"0"&FORMAT('Date'[Date],"mm")

 

vyangliumsft_1-1679972007482.png

2. Create measure.

 

slicer year =
var _select=SELECTCOLUMNS('Date',"YEARMONTH",[YearMonth])
return
SUMX(
    FILTER(ALL('Table'),
    'Table'[fiscalyearperiod]=MAX('Table'[fiscalyearperiod])&&'Table'[fiscalyearperiod] in _select),
    [value])
last year =
var _select=SELECTCOLUMNS('Date',"YEARMONTH",[YearMonth])
var _date=
MAXX(
    FILTER(ALL('Date'),
    'Date'[YearMonth]=MAX('Table'[fiscalyearperiod])),[Date])
var _Lastyear=
DATE(
    YEAR(_date)-1,MONTH(_date),DAY(_date))
var _lastyearmonth=
MAXX(
    FILTER(ALL('Date'),'Date'[Date]=_Lastyear),[YearMonth])
return
IF(
    MAX('Table'[fiscalyearperiod]) in _select,
    SUMX(
        FILTER(ALL('Table'),'Table'[fiscalyearperiod]=_lastyearmonth),[value]))

 

3. Result:

vyangliumsft_0-1679972150808.png

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

View solution in original post

4 REPLIES 4
Ashish_Mathur
Super User
Super User

Hi,

What is 2022012 - is it December 2022?  Please clarify.  Share data in a format that can be pasted in an MS Excel file.  Does the FY start from January?


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
v-yangliu-msft
Community Support
Community Support

Hi  @Anonymous ,

I created some data:

vyangliumsft_0-1679972007480.png

 

Here are the steps you can follow:

1. Create calculated table.

 

Date =
CALENDAR(
    DATE(2021,1,1),DATE(2023,12,31))

 

Create calculated column

 

YearMonth =
YEAR('Date'[Date])&"0"&FORMAT('Date'[Date],"mm")

 

vyangliumsft_1-1679972007482.png

2. Create measure.

 

slicer year =
var _select=SELECTCOLUMNS('Date',"YEARMONTH",[YearMonth])
return
SUMX(
    FILTER(ALL('Table'),
    'Table'[fiscalyearperiod]=MAX('Table'[fiscalyearperiod])&&'Table'[fiscalyearperiod] in _select),
    [value])
last year =
var _select=SELECTCOLUMNS('Date',"YEARMONTH",[YearMonth])
var _date=
MAXX(
    FILTER(ALL('Date'),
    'Date'[YearMonth]=MAX('Table'[fiscalyearperiod])),[Date])
var _Lastyear=
DATE(
    YEAR(_date)-1,MONTH(_date),DAY(_date))
var _lastyearmonth=
MAXX(
    FILTER(ALL('Date'),'Date'[Date]=_Lastyear),[YearMonth])
return
IF(
    MAX('Table'[fiscalyearperiod]) in _select,
    SUMX(
        FILTER(ALL('Table'),'Table'[fiscalyearperiod]=_lastyearmonth),[value]))

 

3. Result:

vyangliumsft_0-1679972150808.png

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

Anonymous
Not applicable

@amitchandak All these calculaiton will be whole number right ? 

How do I get selected FY trend along with last year same period trend in one chart ?

amitchandak
Super User
Super User

@Anonymous , Create a new table with these period

and these columns

fiscalyearperiod -- Taken from based table use to join back , Assume new table name is date

 

fiscalyearperiod Rank = rankx(Date, [fiscalyearperiod], ,asc,dense)

 

fiscalyear month = right([fiscalyearperiod],3)

 

fiscalyear year= right([fiscalyearperiod],4)*1 

fiscalyear month Rank = rankx(Date, [fiscalyear month], ,asc,dense)

 

Then you can measures likes

 

This Month = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[fiscalyearperiod Rank]=max('Date'[fiscalyearperiod Rank])))
Last Month = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[fiscalyearperiod Rank]=max('Date'[fiscalyearperiod Rank])-1))

 

 

YTD= CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[fiscalyear year]=max('Date'[fiscalyear year]) && 'Date'[fiscalyear month Rank] <= Max('Date'[fiscalyear month Rank]) ))
LYTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[fiscalyear year]=max('Date'[fiscalyear year])-1 && 'Date'[fiscalyear month Rank] <= Max('Date'[fiscalyear month Rank])))

 

 

If you need mtd

Power BI Distributing/Allocating the Monthly Target(Convert to Daily Target): Measure ( Daily/MTD): https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Monthly-Target-Convert-to/ba-p/1657798

 

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

 

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