Fiscal Year Starting from Feb

[Anonymous]

Hello All,

How Do I calculate TOTALYTD,TOTALMTD for a fiscal year starting from Feb.  1Can some one please guide me?

Thanks

[Ashish_Mathur · Accepted solution]

Hi,

How about this measure

=CALCULATE(SUM(Data[Value]),DATESYTD(Calendar[Date],"31/1"))

There should be a Calendar Table and a relatiosnhip from the Date column in your Data Table to the Date column of your Calendar Table.

[v-danhe-msft]

Hi @Anonymous,

Based on my test, you could refer to below formula:

TOTALYTD = TOTALYTD(SUM('Table'[Value]),'Table'[Date],FILTER('Table',MONTH('Table'[Date])>2))

TOTALMTD = TOTALMTD(SUM('Table'[Value]),'Table'[Date],FILTER('Table',MONTH('Table'[Date])>2))

Result:

You could also dowanload the pbix file to have a view.

Regards,

Daniel He

[Anonymous]

Hi,

We would need more information about how your data set is structured. In your data tables, do you have columns for dates, month and fiscal year?

I don't think you can use these TOTALYTD functions for Fiscal Year starting in Feb but you can easily add a column in your query with an if statement on the date. Edit your query and add a costum column with a formula similar to this:

IF(Month([DATE])>2,"FY"&Year([DATE])+1,"FY"&Year([DATE]))