Issue with Totals with Fiscal Year

[Anonymous]

Having some issue with my Totals. Something simple that i am missing out. 

Need to get the 3 totals based on fiscal Year which starts May 1st. I had my measures as below. But i am not getting totals by the sites for some reason. 

Year To date totals

cytd Total = TOTALYTD([Total Amount],'Calendar'[Date],"04/30")

Last Year Totals 

Last Year Total = TOTALYTD([Total Amount],SAMEPERIODLASTYEAR('Calendar'[Date]),"04/30")

Current Year Total -  

CY Total Amount = sum('Fact'[Amount]). 

Need to get the Last Year Totals & Current Year totals to be able to slice based on the period selection. My understanding is TOTALYTD will get the totals upto the period selected on slicer. 

But i want to get the LAst Year Total & Current Year Totals based on the selected Period. In other words if i select only 1, 2 & 3 it should be totals for first 3 periods for the year and last year same period. 

I had looked at the post by  - https://community.powerbi.com/t5/Community-Blog/Power-BI-Working-with-Non-Standard-Time-Periods/ba-p...

Attached is the model 

https://drive.google.com/file/d/12co34Qq-CA0krxdODlkqPZ35g5iC5s7W/view?usp=sharing

[Anonymous · Accepted solution]

Hi @Anonymous ,

As checked your file, the data type of field Date in fact table be set as Text, so it should be the cause that can't get the total values. Please select Date field and navigate to Column tools ribbon to set the data type of Date field as "Date" just as below screenshot:

Best Regards

[Anonymous]

Thanks @Anonymous . Super. I should've caught that. 

[amitchandak]

@Anonymous , Try like

Last YTD Sales = CALCULATE([Total Amount],DATESYTD(dateadd('Date'[Date],-1,Year),"4/30"))

You can add custom period and add that to slicer

refer my calndar Creating Financial Calendar - From Any Month
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441

example

YTD= CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year]) && 'Date'[Period] <= Max('Date'[Period]) ))
LYTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year])-1 && 'Date'[Period] <= Max('Date'[Period])))

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

[Anonymous]

Thanks @amitchandak .  I will try those measures. is that a right statement, that For the current year, i don't need a filter checking max date even if fiscal year starts 05/01