Forum Discussion
YTD Calculation without Date Field
Hi Rustin788
Because your granularity is by the month, if you use the Power Query column at the start, you might be able to ignore the Date table for now but you will need a lot more measures with a hard-coded start to your fiscal year. (I hate going back to make "annual" changes.)
With an odd fiscal year like that, you will eventually need a custom date table like that. It is always best practice to have a date table even if it is an unusual fiscal year.
A lot of time intelligence functions like DATESYTD may or may not work for you even with a date table.
If the granularity ever changes from by the month, you'll probably have a LOT more work because of the unusual fiscal year.
The "good" thing is in about a year when all this data finally goes into a single ERP system, I'm going to have to rebuild everything anyway and that is when we might be able to start updating the data more regularly. Until then, I receive a monthly data dump and that is it.
So I guess what would be the easiest way for me to compare 2022 and 2023 while just using the Fiscal Month field as the filter?
I am currently using this:
Difference FY23 vs FY22 = CALCULATE( SUM(Sales[Qty]), Sales[FiscalYear] = 2023 ) - CALCULATE( SUM(Sales[Qty]), Sales[FiscalYear] = 2022 )
However, I don't know how to get a visual to Show 2022 Sales, 2023 Sales, and then the difference. It want show the difference under each year column.
