Help with fiscal year calculations

[RyanVSS]

I am attempting to recreate a fiscal year measure for the same page i have monthly filters. I have followed a great gregorian calendar example from youtube (https://www.youtube.com/watch?v=QQhnj3_Rvlo&ab_channel=BILand) but i can't get it to work for fiscal years. The visuals run from April - December only, and March to January only.  

i need this measure to calcuate YTD fiscual, based on the month selected from another calander table.

YTD Slicer =

VAR nbMonths =

-(Month(max('00 Calendar'[Date]))-3)

VAR RefDate =

MAX('00 Calendar'[Date])

VAR PreDate =

DATESINPERIOD('00 YTDCAL'[Date],RefDate,nbMonths,MONTH)

VAR Out = CALCULATE([Total Referrals],

REMOVEFILTERS('00 Calendar'[Month Year Name]),

KEEPFILTERS(PreDate),

USERELATIONSHIP('00 YTDCAL'[Date],'00 Calendar'[Date]))

Return

Out

[v-sgandrathi]

Hi @RyanVSS,

Thank you for your question!

As @lbendlin mentioned, to help us better understand and resolve the issue you're facing, could you please provide some sample data in a usable format (e.g., pasted as a table or shared via a .csv or Excel file)?

Please ensure the data is representative of your issue, does not contain any sensitive or confidential information and which Includes the expected outcome based on the sample data.

Thank you.

[v-sgandrathi]

Hi @RyanVSS,

I wanted to check if you had the opportunity to follow up on our previous conversation. If yes can you please provide the sample data so that we can provide you with the accurate and correct solution. 

Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution so that other community members can find it easily.

Thank you.

[v-sgandrathi]

Hi @RyanVSS,

Can you please confirm whether you have resolved issue. If yes, you are welcome to share your workaround and mark it as a solution so that other users can benefit as well. This will be helpful for other community members who have similar problems to solve it faster. 

If we don’t hear back, we’ll go ahead and close this thread.Should you need further assistance in the future, we encourage you to reach out via the Microsoft Fabric Community Forum and create a new thread. We’ll be happy to help.

Thankyou.

[lbendlin · Accepted solution]

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
Do not include sensitive information. Do not include anything that is unrelated to the issue or question.
Please show the expected outcome based on the sample data you provided.

Need help uploading data? https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
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