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rgimenez
Helper I
Helper I

YTD with another Fiscal Year

Hi,

 

I would like to know how to calculate the YTD with a different FY, because if I make the "normal" YTD the result works, but the value in January starts from zero again, because our FY is form July to June, so I have already create a new calendar with the our Fiscal Year.

However, when I try to make the YTD Power BI don't recognized the period.

 

I have tried some different calculations, as below but none worked:

1st option: TOTALYTD('todos os dados'[10 GI_Pesato SOLU_c],'todos os dados'[Data])

2: TOTALYTD([mYTD_CM],'00 Calendario'[Date])

3: TOTALYTD('todos os dados'[10 GI_Pesato SOLU_c],'00 Calendario'[fiscal calendario_2021])

4: TOTALYTD('todos os dados'[10 GI_Pesato SOLU_c],'todos os dados'[FY])

 

If someone could help me please, I'll be so glad.

Thank you so much!

1 ACCEPTED SOLUTION

It is not.  Share the download link and show the problem very clearly there.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

7 REPLIES 7
Ashish_Mathur
Super User
Super User

Hi,

This will work

=calculate([measure],datesytd(calendar[date],"30/6"))

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hi,

First of all, thank your attention.

I don't know why but doens't work. 😞

 

Regards,

Gimenez

Hi,

I'll need to see your PBI file then.  Show the problem there clearly.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hi Ashish,

 

Let me know if this screenshot is enough for you, because I tried to send the excel file but I didn't find this option here.

 

 

image.png

 

Thanks,

Gimenez

 

 

It is not.  Share the download link and show the problem very clearly there.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
CNENFRNL
Community Champion
Community Champion

For both DATESYTD/TOTALYTD functions, you have an option to assign <YearEndDate>, addressing such fiscal year questions.

DATESYTD – DAX Guide


Thanks to the great efforts by MS engineers to simplify syntax of DAX! Most beginners are SUCCESSFULLY MISLED to think that they could easily master DAX; but it turns out that the intricacy of the most frequently used RANKX() is still way beyond their comprehension!

DAX is simple, but NOT EASY!

Hi,

First of all, thank your attention.

I don't know why but doens't work.

 

Regards,

Gimenez

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