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have columns with Fiscal years, and Periods with Amounts for specific accounts. I want to be able to total up the latest Fiscal year and period for specific accounts. What would be the appropriate DAX code that
Solved! Go to Solution.
Hi @Sanadhvv ,
Here is my sample data:
First I use this DAX to create a calculated column:
Year & Period = [Fiscal years] * 10 + [Periods]
Then use this DAX to create a measure:
latest Fiscal year and period for specific accounts =
VAR last_year_period =
CALCULATE(
MAX('Table'[Year & Period]),
ALLEXCEPT('Table', 'Table'[specific accounts])
)
RETURN
CALCULATE(
SUM('Table'[Amounts]),
ALLEXCEPT('Table', 'Table'[specific accounts]),
'Table'[Year & Period] = last_year_period
)
And the final output is as below:
If your data is different from my sample data, or if this is not the result you want to achieve, please provide your sample data and desired results, thank you!
Best Regards,
Dino Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @Sanadhvv ,
Here is my sample data:
First I use this DAX to create a calculated column:
Year & Period = [Fiscal years] * 10 + [Periods]
Then use this DAX to create a measure:
latest Fiscal year and period for specific accounts =
VAR last_year_period =
CALCULATE(
MAX('Table'[Year & Period]),
ALLEXCEPT('Table', 'Table'[specific accounts])
)
RETURN
CALCULATE(
SUM('Table'[Amounts]),
ALLEXCEPT('Table', 'Table'[specific accounts]),
'Table'[Year & Period] = last_year_period
)
And the final output is as below:
If your data is different from my sample data, or if this is not the result you want to achieve, please provide your sample data and desired results, thank you!
Best Regards,
Dino Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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