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shailendransit's avatar
shailendransit
Frequent Visitor
3 years ago
Solved

Previous Fiscal Year value not calculated correctly

I am trying to get premium value for previous fiscal year and consequently Growth over fiscal year. However, none of the below DAX query giving me correct result. 

---------------------DAX to get Premium value for last fiscal year with SAMEPERIODLASTYEAR function--------------------------

TotalPremium_PY =
VAR LY = CALCULATE(
        [_TOTALPREMIUM],
        SAMEPERIODLASTYEAR('Fiscal Year Calander'[Date].[Date])
    )
RETURN
    LY
-------------------------------DAX to get Premium value for last fiscal year with DATEADD function----------------------------------
TotalPremium_PY =
VAR LY = CALCULATE(
        [_TOTALPREMIUM],
        DATEADD('Fiscal Year Calander'[Date].[Date], -1, Year)
    )
RETURN
    LY
Though the Fiscal Year Calender is related M to M, for calculation, I am filtering out the fiscal year calender so as to give 1 to M relation.

For both the above DAX, The result is good if report is viewd against Year in one column 

But the DAX fails to give correct result when viewed against Fiscal year, which is a column of fiscal year calender table.  

Here the Current FY Premium and Last FY Premium is same, which is not correct.

 

Can anyone help with where I am getting wrong.

Need Help
  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi shailendransit,

    I think the time intelligence function may not suitable to work with fiscal date.
    Perhaps you can try to use date function to get the current date based on current fiscal date, then you can use this as condition to calculate with previous range records.

    Time Intelligence "The Hard Way" (TITHW)  

    Regards,

    Xiaoxin Sheng

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi shailendransit,

    I think the time intelligence function may not suitable to work with fiscal date.
    Perhaps you can try to use date function to get the current date based on current fiscal date, then you can use this as condition to calculate with previous range records.

    Time Intelligence "The Hard Way" (TITHW)  

    Regards,

    Xiaoxin Sheng