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

The Power BI DataViz World Championships are on! With four chances to enter, you could win a spot in the LIVE Grand Finale in Las Vegas. Show off your skills.

Reply
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.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

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.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

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.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

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

Helpful resources

Announcements
Feb2025 Sticker Challenge

Join our Community Sticker Challenge 2025

If you love stickers, then you will definitely want to check out our Community Sticker Challenge!

Jan NL Carousel

Fabric Community Update - January 2025

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