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PS0304
Frequent Visitor

How to reset calculated measure at the beginning of fiscal (April month)

Hi PowerBI Community,

 

I have dataset that contains Fiscal_Year, Month, Year, Sale, Sale_In_Each_Month and Desired_Result columns. It's a dummy sales data with cumulative sales in column D (Sale). The fiscal year starts from April until March next year. I am calculating sales in each month (column E) using the following formula:

PS0304_0-1709731221738.png

Calculation1 = SUM('Table'[Sale])

Calculation 2 = CALCULATE([Calculation 1],DATEADD('Calendaer'[Date],-1,MONTH))

Calculation 3 = [Calculation 1] - [Calculation 2]

 

Sales in each month will be cumulative sale of that month subtracted by the cumulative sale of last month. For example, Sale in each month for May would be = Cumulative Sale in May - Cumulative Sale in April.

Above calculations are working as expected but I need to exclude April month from this calculation because fiscal starts from April and it should show the cumulative sale rather than substraction. For April, the sale in each month should be according to desired column.

 

The calculations are not resetting when the fiscal starts (April). Please suggest.

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@PS0304 , Change calculation three as

 

Calculation 3 =

If(month(max('Calendaer'[Date])) =4, [Calculation 1] - [Calculation 2], [Calculation 1])

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2 REPLIES 2
amitchandak
Super User
Super User

@PS0304 , Change calculation three as

 

Calculation 3 =

If(month(max('Calendaer'[Date])) =4, [Calculation 1] - [Calculation 2], [Calculation 1])

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.
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Register Here

Thank you so much @amitchandak .

 

I just changed the calculation to 

Calculation 3 =

If(month(max('Calendaer'[Date])) =4, [Calculation 1], [Calculation 1] - [Calculation 2])

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