Running Totals with Financial Year

Hi AnilKumar, 

From your description, fiscal year starts from April 1st, so date "01-01-2019" should belong to fiscal year 18-19 instead of 19-20. 

For your requirement, you can create a calendar table, then create fiscal year column both in fact table and calendar table, drag fiscal year column from calendar table to matrix column bucket. Then create a measure below: 

Measure 2 = CALCULATE(SUM('Table'[Amt]),FILTER(ALL('Table'),'Table'[FiscalYear]<=MAX('Calendar'[FiscalYear])&&'Table'[Name]=MAX('Table'[Name])))

 

 

Best Regards,
Qiuyun Yu

AnilKumar , The only thing which changes here is your date calendar. You can have date cumulative working

Have a calendar like

https://www.dropbox.com/s/wrcyk5j66corvjg/Apr2Mar-Cal.pbix?dl=0

Join date calendar date with your date and formula like this will work

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=maxx(date,date[date])))
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=max(Sales[Sales Date])))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.