ytd sales help

[Anonymous]

Hi experts, need to calculate total sales for the current year  and last year based on the fiscal year (apr - mar). I have year filter in the report. I need to calculate based on the selected year. Please help. 

[amitchandak]

@Anonymous , Using date table and time intelligence

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"3/31"))

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs

[Anonymous]

@amitchandak In my report, year filter only available. Abobe formula will work for date range filter, right?

[V-lianl-msft · Accepted solution]

Hi @Anonymous ,

Try to create measures like below:

Sales FYTD = 
TOTALYTD( [Total Sales],
    Dates[Date], ALL( Dates[Date] ), "30-6" 
)

Sales PY FYTD = 
CALCULATE( [Sales FYTD],
    SAMEPERIODLASTYEAR( Dates[Date] )
   
)

Best Regards,
Liang
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