Forum Discussion
Rustin788
2 years agoFrequent Visitor
YTD Calculation without Date Field
Hey, I'm trying to figure out the best way to have YTD calculations in data that is using a fiscal calendar that puts days in different months. My dataset (SalesData) has a Fiscal-Month field as wel...
gmsamborn
2 years agoSuper User
Hi Rustin788
Can you describe your "fiscal calendar that puts days in different months" ?
Can you share your date table?
Rustin788
2 years agoFrequent Visitor
Hey,
It is a 5,4,4 fiscal calendar, so January has 5 full weeks, Feb has 4 full weeks, etc. The first day of 2024 is actually 1/31/23 in what we are using.
At the moment, someone else is adding that in before I get the data so I have a text field fical month & year. (We aren't allowed ODBC to get this data) However, I do have the start of a calendar in PowerBI that I am hoping to use.
Here is a small fake sample of the data as well as the calendar table I'm setting up.
https://docs.google.com/spreadsheets/d/1W0p73pIW-ppt1pFlRv5K6nI1Ll_kS1QB-4fejOkalB0/edit?usp=sharing