Issue with a KPI Visual

[JakeJack]

Afternoon all

I've an issue with a KPI Visual.

This visual shows the Fiscal YTD Sales with a the target as Previous Year Fiscal YTD Sales.  My Fiscal Year begins on 1st July.

The visual is working as expected for year ending 30th June past but I'm getting an error for this current fiscal year ie only data up to 6th July.

The measures I'm using are:

Value: 

FYTD Sales = CALCULATE([Total Sales],

DATESYTD(Dates[CurDate], "30/06" )

)

Trend Axis: FiscalPeriod.  This is a field in the calendar table, Dates

Target: 

PFYTD Sales =

VAR pyear = year([Max Date])-1

VAR pfiscalyear = max(Dates[FiscalYear])-1

VAR lmaxdate =

date(pyear,month([Max Date]),day([Max Date]))

Return

CALCULATE ( TOTALYTD([Total Sales],Dates[CurDate],"30/06")

          ,Dates[FiscalYear]=pfiscalyear

          ,Dates[CurDate]<=lmaxdate

           )

The measure [Max Date] is 

Max Date = max(Sales[DocDate])

Like I said above this KPI visual works when I select the previous fiscal year from a slicer.  The FiscalYear field is also in the calendar table:

The two measures are correctly calculating the values for the current fiscal year:

I believe the issue is the trend axis as when I remove it from the visual I no longer get an error but I get a blank visual:

So any thoughts why this isn't working for the current fiscal year?

Does the visual not work when there's no trend axis specified?

Many thanks

Jake

[JakeJack · Accepted solution]

Hi All

I believe I've resolved my issue.

In the trend axis when I use FiscalYear it works - not sure why though.  It works for previous fiscal year with FiscalPeriod as the trend axis value.

Cheers

Jake