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MiklosKonkoly
New Member

Financial year YTD sales

Hello,

I would like to create a table and chart which show the YTD sales figure of ONE given month of the current fiscal year and of the same month of the previous fiscal year. 

EXAMPLE:

Assumptions: fiscal year Oct-Sep, given month: Apr, therefore YTD Apr = Oct-Apr

The table should show only:

     - FY2019 YTD APR: 1000USD

     - FY2020 YTD APR: 1100USD

The table should not show: all the other months' cumulative figures (Oct, Nov, Dec.....etc)

thanks a lot

1 ACCEPTED SOLUTION
amitchandak
Super User IV
Super User IV

@MiklosKonkoly , You have try like

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"9/30"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"9/30"))

 

 

or

 

LYTD QTY forced=
var _max = date(year(today())-1,month(today()),day(today()))
return
if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year), "9/30"),'Date'[Date]<=_max), blank())
//OR
//CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year), "9/30"),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)



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1 REPLY 1
amitchandak
Super User IV
Super User IV

@MiklosKonkoly , You have try like

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"9/30"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"9/30"))

 

 

or

 

LYTD QTY forced=
var _max = date(year(today())-1,month(today()),day(today()))
return
if(max('Date'[Date])<=_max, CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year), "9/30"),'Date'[Date]<=_max), blank())
//OR
//CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year), "9/30"),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)



Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
Dashboard of My Blogs !! YouTube Channel !! Connect on Linkedin

Proud to be a Super User!

View solution in original post

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