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sarjensystems1
Helper III
Helper III

Get Sum for Current Financial Year

Hello All,

I am looking for a dax, where I want to calculate Sales Amount for Current Financial Year Only. And while I am selecting Previous Financial Year using slicer , it won't affect Values which i am displaying for current financial year.

Thanks in advance.

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@sarjensystems1 , Assume you have a date table with FY

 

Meausre =

var _FY = maxx(filter(Date, Date[Date] =Today() ), [FY] )

return

calculate(Sum(Table[Value]), filter(all(Date), Date[FY] = _FY))

 

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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2 REPLIES 2
amitchandak
Super User
Super User

@sarjensystems1 , Assume you have a date table with FY

 

Meausre =

var _FY = maxx(filter(Date, Date[Date] =Today() ), [FY] )

return

calculate(Sum(Table[Value]), filter(all(Date), Date[FY] = _FY))

 

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.

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Hi @amitchandak 

I am already using another measure in which i am multiplying Sales Amount With Currency Rates.

Actual Amount for YTD = CALCULATE(SWITCH(TRUE(),
HASONEVALUE('TO CURRENCY'[ToCurrencyCode]),
Sumx( Sales, (Sales[Amount])*[TrnExchangeRate]),
SUM(Sales[Amount])))

Is there any possibilities to get Data for Current Financial Year with This.

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