Calculate SUM for latest Financial Month in a Year, grouped by various columns

[Anonymous]

Hi All,

I have below table:

I want to calculate SUM of Value for latest Financial Year, for every year grouped by Country and Businees Vertical for Scenario = "Forecasted - Yearly"

I am currently using this DAX query, but it is not working right:

Measure =
VAR LastNonBlankDate =
    CALCULATE (
        MAXA ( 'Planned and Realized'[Date] ),
        FILTER (
            ALL ( 'Planned and Realized' ),
            'Planned and Realized'[Date] <= MAXA ( 'Planned and Realized'[Date] )
                && 'Planned and Realized'[Value] > 0
                && 'Planned and Realized'[Scenario] = "Forecasted - Yearly"
        )
    )
RETURN
    CALCULATE (
        SUMX ( 'Planned and Realized', 'Planned and Realized'[Value] ),
        FILTER (
            ALL ( 'Planned and Realized' ),
            'Planned and Realized'[Date] = LastNonBlankDate
                && 'Planned and Realized'[Scenario] = "Forecasted - Yearly"
                && 'Planned and Realized'[Account] = "Revenue"
        )
    )

But it is giving me wrong result, see this :

I also tried to create a new table with DAX, but I could not get data for all years, it only shows for latest year:

Latest Forecast revenue =
VAR LastNonBlankDate =
    CALCULATE (
        MAXA ( 'Planned and Realized'[Date] ),
        FILTER (
            ALL ( 'Planned and Realized' ),
            'Planned and Realized'[Date] <= MAXA ( 'Planned and Realized'[Date] )
                && 'Planned and Realized'[Value] > 0
                && 'Planned and Realized'[Scenario] = "Forecasted - Yearly"
        )
    )
RETURN
    SUMMARIZE (
        FILTER (
            ALL ( 'Planned and Realized' ),
            'Planned and Realized'[Date] = LastNonBlankDate
                && 'Planned and Realized'[Scenario] = "Forecasted - Yearly"
                && 'Planned and Realized'[Account] = "Revenue"
        ),
        'Planned and Realized'[Country],
        'Planned and Realized'[Date],
        'Planned and Realized'[Scenario],
        'Planned and Realized'[Business Vertical],
        "Total Sales", SUM ( 'Planned and Realized'[Value] )
    )

See the result:

Table:

Result:

How can I get it working for all the years, and not only latest year ?

Thanks in advance

[amitchandak · Accepted solution]

@Anonymous , You can use time intelligence and date table 

Three measures  like 

measure =
CALCULATE (
SUMX ( 'Planned and Realized', 'Planned and Realized'[Value] ),
FILTER (
( 'Planned and Realized' ),
'Planned and Realized'[Scenario] = "Forecasted - Yearly"
&& 'Planned and Realized'[Account] = "Revenue"
)
)

YTD = CALCULATE([measure],DATESYTD('Date'[Date],"12/31"))
Last YTD = CALCULATE([measure],DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

[Anonymous]

Hi @amitchandak ,

Thanks for the reply, I managed to get most of my issue solved, but still one problem remains.

I think I fogot to mention in my original post, but what I exactly want is sum of values for the latest month in a financial year for all years.

So after your recommendation, I create a date table with starting month as October, and ending month September from 2017-2021, I managed to get different sum for different years, Country etc.

But for eg, if I have data till April 2021, this year, and I also have data for March, Feb etc in 2021, then I don't want to SUM data from March, feb etc, for this year, only SUM the data for latest Month in a Financial year, for every year. In screenshot below, I don't want to SUM March, but only April, as it is the only latest month available in that year

Hope you got my query.

Thanks.