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I have a dax calculation for running fiscal year total for the last YTD. Our fiscal year begins 6/1. This calculation works if I have a month slicer however if I don't want a month slicer, I want the calculation to work to the current point in time of the fiscal year. This calculation is giving me the amount for the full fiscal year for prior year, not up until the month we're currently in (I only want to see June through August for last year). Here's my DAX formula:
LYTD Invoiced:=CALCULATE([Invoiced Total], DATEADD(DATESYTD(Calendar[Period End Date], "6/01"), -1, year))
Thanks in advance for your help!
Solved! Go to Solution.
If your calendar has the full period for current fiscal year and you don't have a time slicer, then it will always calculate and compare with whatever dates are available in your current financial year . You can add one more filter which filters the last date that you want the comparison to be done. e.g. lastnonblank(Period[Date],[whatever measure that you are tracking]).
Otherwise, you can restrict your calender table to populate data till whatever date you want the comparison to be done
If your calendar has the full period for current fiscal year and you don't have a time slicer, then it will always calculate and compare with whatever dates are available in your current financial year . You can add one more filter which filters the last date that you want the comparison to be done. e.g. lastnonblank(Period[Date],[whatever measure that you are tracking]).
Otherwise, you can restrict your calender table to populate data till whatever date you want the comparison to be done