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Sanadhvv
New Member

Colom messerment physics

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

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Sanadhvv ,

Here is my sample data:

vjunyantmsft_0-1728353051202.png


First I use this DAX to create a calculated column:

 

Year & Period = [Fiscal years] * 10 + [Periods]

 

vjunyantmsft_1-1728353092153.png


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:

vjunyantmsft_2-1728353397603.png

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.

View solution in original post

1 REPLY 1
Anonymous
Not applicable

Hi @Sanadhvv ,

Here is my sample data:

vjunyantmsft_0-1728353051202.png


First I use this DAX to create a calculated column:

 

Year & Period = [Fiscal years] * 10 + [Periods]

 

vjunyantmsft_1-1728353092153.png


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:

vjunyantmsft_2-1728353397603.png

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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