Volume of previous fiscal year

[NewbieJono]

Hello, what is the best way to dynamically pull back the total volume for the previous financial year (UK).

for example. today I would like to see the volume for last fiscal year 01/04/2023 to 31/03/2024

Thank you

[v-jianpeng-msft]

Your solutions is so great @Ashish_Mathur and @rajendraongole1 

Hi, @NewbieJono 

Has your current issue been resolved? I see that rajendraongole1 and Ashish_Mathur both provide a possible solution where you can mark a helpful reply as a solution so that other members of the community can quickly find an answer if they have the same doubts. Thank you for your cooperation.

Best Regards

Jianpeng Li

[Ashish_Mathur · Accepted solution]

Hi,

Create a Calendar Table with a relationship (Many to One and Single) from the Date column in your Fact Table to the Date column in the Calendar Table.  Write these measures

Total = sum(Data[Qty])

Total in previous FY = calculate([Total],datesbetween(Calendar[date],if(month(today())<=3,date(year(today())-2,4,1),date(year(today())-1,3,31),date(year(today())-1,4,1),date(year(today()),3,31))))

If this does not work, then try this

Total in previous FY = if(month(today())<=3,calculate([Total],datesbetween(Calendar[date],date(year(today())-2,4,1),date(year(today())-1,3,31))),calculate([Total],datesbetween(Calendar[date],date(year(today())-1,4,1),date(year(today()),3,31))))

[rajendraongole1]

Hi @NewbieJono - I hope you have a date table in your model. If not, create one using dax formulae and  also mark your Date table.

you can create a measure to calculate the volume for the previous financial year and here i am assuming Profit is metric field and Date colum referencing from DateTable1.

PreviousFYVolume =

VAR CurrentFYStart = DATE(YEAR(TODAY()), 4, 1)

VAR PreviousFYStart = EDATE(CurrentFYStart, -12)

VAR PreviousFYEnd = EDATE(CurrentFYStart, -1) - 1

RETURN

CALCULATE(

SUM(financials[Profit]),

DATESBETWEEN(DateTable1[Date], PreviousFYStart, PreviousFYEnd)

)

Image FYR:

To display the total volume for the previous financial year in Power BI.

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