Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Get certified in Microsoft Fabric—for free! For a limited time, the Microsoft Fabric Community team will be offering free DP-600 exam vouchers. Prepare now

Reply
Riteshheda
Frequent Visitor

How to calculate values of last date of Customized Fiscal Year?

Hi All,

 

Please also help me in calcualting value pertains to last date of the Fiscal Year.

 

Fiscal Year Starts from April to March.

 

I am using below DAX to get the values as on 31-March, it is calculating the valuse of 31-December (as Jan-Dec Fiscal year by default).

 

CLOSINGBALANCEYEAR(Values,PREVIOUSYEAR([Date]))

 

Please suggest DAX to capture values of last date of Custom Fiscal Year not of what defined in Power BI.

 

Thanks.

3 REPLIES 3
amitchandak
Super User
Super User

@Riteshheda , for year ending 31-march

CLOSINGBALANCEYEAR([measure], dateadd('Date'[Date], -1, year), "3/31")

 

for year ending 31 dec

CLOSINGBALANCEYEAR([measure], dateadd('Date'[Date], -1, year), "12/31")

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

Hi Amit,

 

Thanks, but its only showing value of last date of corresponding Month.

 

Example, if I select period as March'21, so it is showing the value as on 31-March'2020

But, when I I select period as February'21, then it is showing the value as on 28-Feb'2020, which should not be the case, It should always show the value as on 31-March'2020 only.

 

I am trying to create a variance with the last year data (Closing balance numbers).

Like

March'21 vs. March'20

Feb'21 vs. March'20

Jan'21 vs. March'20

Dec.20 vs. March'20

 

Please help in the solution. Thanks for your time.

Hi @Riteshheda 

 

Sorry I don't understand your expected result. Can you share some sample data and expected result in table format? And what visuals are you using? When you select a period, do you want to calculate the total of the values in some periods?

 

Regards,
Community Support Team _ Jing

Helpful resources

Announcements
OCT PBI Update Carousel

Power BI Monthly Update - October 2024

Check out the October 2024 Power BI update to learn about new features.

September Hackathon Carousel

Microsoft Fabric & AI Learning Hackathon

Learn from experts, get hands-on experience, and win awesome prizes.

October NL Carousel

Fabric Community Update - October 2024

Find out what's new and trending in the Fabric Community.