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THar01's avatar
THar01
Frequent Visitor
3 years ago

Help Calculating Previous Fiscal Year Sales

Greetings All -    I need to calculate previous fiscal year to date sales data by sales category based on our our fiscal year. It starts September 1st, ends August 31st. I have my sales table relat...
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Bmejia's avatar
Bmejia
Icon for Super User rankSuper User
3 years ago

Your Previous year should look something like this, It seem like your calling YTSales4 Again.
PY=CALCULATE(SUM('Sales'[Total Sales Amount]),SAMEPERIODLASTYEAR('DateTable'[Calendar Date]))

THar01's avatar
THar01
Frequent Visitor
3 years ago

Thanks Bmejia, but that doesn't work either. This gives values that are much too large because I think it's not limiting the sales data to just the date range 9/1/2021 - 4/5/2022. 

 

  • Bmejia's avatar
    Bmejia
    Icon for Super User rankSuper User
    3 years ago

    How about 

    PY = CALCULATE(SUM(Sales[Total Sales Amount]),DATESYTD(dateadd(Datetable[Date],-1,Year),"8/31"))
    • THar01's avatar
      THar01
      Frequent Visitor
      3 years ago

      That measure doesn't throw any errors, but it still doesn't provide the correct values for the fiscal YTD sales for FY22. I get the exact same values that are too low that I showed above. Having a hard time understanding why a calculation that should be relatively straightforward is proving so difficult to do in PBI. Is there some row level context I'm missing in my DAX?

      • grega's avatar
        grega
        Icon for Helper II rankHelper II
        2 years ago

        Hi,

         

        Was this resolved in the end?

         

        Thanks