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learner03
Post Partisan
Post Partisan

Fytd and Last year fytd revenue and margin %

I neeed measure for Financial Yeat to date and Last Year Financial Year to date (not the whole month but till date) and also in similar was margin % YTD and Last year Margin % year to date. 

I wrote this measure for Last FY year to date but this is taking whole month from last year but I want last year to DATE-

LY YTD = CALCULATE(SUM(Invoice[Amount]),DATESYTD(dateadd('Calendar'[Date],-1, YEAR),"6/30")).
 
Also in the same way, I need  Margin% and Last year to date margin %.
Financial Year starts 1st July.
1 ACCEPTED SOLUTION
lbendlin
Super User
Super User

You need to add another filter. In your calendar table create a calculated column "IsPastPY"  that skips back a year from the "latest" date (either TODAY() or the max transaction date  which would be more appropriate in this scenario).  Then add that as your filter.

 

LY YTD = CALCULATE(SUM(Invoice[Amount]),SAMEPERIODLASTYEAR'Calendar'[Date]),IsPastPY)

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3 REPLIES 3
lbendlin
Super User
Super User

You need to add another filter. In your calendar table create a calculated column "IsPastPY"  that skips back a year from the "latest" date (either TODAY() or the max transaction date  which would be more appropriate in this scenario).  Then add that as your filter.

 

LY YTD = CALCULATE(SUM(Invoice[Amount]),SAMEPERIODLASTYEAR'Calendar'[Date]),IsPastPY)

@lbendlin How would I calculate Margin %?

Please provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot). Leave out anything not related to the issue.
https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
Please show the expected outcome based on the sample data you provided.

https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

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