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AmeenVanakar
Advocate II
Advocate II

Need Help: Calculate - Previous Full Month, Current Fiscal YTD & Previous Fiscal Year

Hi,

I am trying to show growth rates for different time periods & need help with calculating the below measures. 

  1. Previous Full Month Measure - I was able to add the previous month measure. However, the data changes whenever I select current month dates which should not be the case. It should show data for the previous full month
  2. Current Fiscal YTD Measure - Need a measure to show data for the current fiscal year to date. Data should be dynamic & change whenever a certain time period is selected
  3. Previous Fiscal Year Measure - Show data for previous fiscal year (it should also be dynamic & compare for same period as current fiscal year)

Note: Fiscal year is April o March

 

AmeenVanakar_0-1735274459900.png

Here is the link to .pbix file

Test 2.pbix

 

2 ACCEPTED SOLUTIONS
Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly, but please review the below picture and the attached pbix file whether it describes the expected result.

 

 

Jihwan_Kim_0-1735280248730.png

 


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

View solution in original post

I used 2 simple measures & solved this.

 

Fiscal YTD

TOTALYTD([_Total Sales],'_FY Calendar'[Date], "03/31")
 
Previous Fiscal Year
CALCULATE(
    [_Total Sales],
    DATESBETWEEN(
        '_FY Calendar'[Date],
        DATE(YEAR(MAX('_FY Calendar'[Date])) - 1, 4, 1),
        DATE(YEAR(MAX('_FY Calendar'[Date])), 3, 31)
    )
)

View solution in original post

5 REPLIES 5
Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly, but please review the below picture and the attached pbix file whether it describes the expected result.

 

 

Jihwan_Kim_0-1735280248730.png

 


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

I used 2 simple measures & solved this.

 

Fiscal YTD

TOTALYTD([_Total Sales],'_FY Calendar'[Date], "03/31")
 
Previous Fiscal Year
CALCULATE(
    [_Total Sales],
    DATESBETWEEN(
        '_FY Calendar'[Date],
        DATE(YEAR(MAX('_FY Calendar'[Date])) - 1, 4, 1),
        DATE(YEAR(MAX('_FY Calendar'[Date])), 3, 31)
    )
)

Hi @Jihwan_Kim

Yes, the previous month measure is giving accurate results! Thanks for this. However, I also need help with creating a measure for the current fiscal YTD & previous fiscal year.

 

Fiscal year period = April to March

Jihwan_Kim_0-1735378894177.png

 


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Can someone help me with this please? it's slightly urgent!!

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