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sarjensystems1's avatar
sarjensystems1
Helper III
4 years ago
Solved

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.

Need Help
  • amitchandak's avatar
    amitchandak
    4 years ago

    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.

2 Replies

  • amitchandak's avatar
    amitchandak
    Super User
    4 years ago

    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.

    • sarjensystems1's avatar
      sarjensystems1
      Helper III
      4 years ago

      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.