Get certified for free when you join Fabric Data Days 2026 and dive into Fabric, Power BI, SQL, AI, and other essential data skills.
Join nowJuly 28 - August 9 | Final Round of the Power BI Dataviz World Championships. This is your chance. Learn more
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.
Join us in Barcelona for FabCon and SQLCon, the Fabric, Power BI, SQL, and AI community event. Save €200 with code FABCMTY200.
If you love stickers, then you will definitely want to check out our community sticker challenge, Barcelona edition!
Check out the July 2026 Power BI update to learn about new features.