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Anonymous
Not applicable

Reverse YTD with changing year-end

Hi folks,

 

I'm struggling with converting YTD financial data to periodic (MTD) that comes from different year-end regimes.

 

ImportedImportedImportedImportedDAX
AccountDateYTD ValueDataTypeMTD Value
ABDec 20160CY160
ABJan 2150CY50
ABFeb 2190CY40
ABMar 21110CY20
ABApr 2150FY50
Pivot Total   

320

 

In the table above, CY stands for Calendar Year while Fiscal Year now ends in March. Is it possible using a DAX measure to convert YTD to MTD resulting in the above MTD values including correct Pivot Totals?

 

Best regards,

Chris

2 REPLIES 2
lbendlin
Super User
Super User

MTD for a completed month is the same as "value for that month".  Use that field for your fiscal year time intelligence function.

Anonymous
Not applicable

Hi, my solution yielded the following dax with a little help from power query M:

 

Value MTD CY:=CALCULATE([YTD Value];[DataType]="CY") -

CALCULATE([YTD Value];[DataType]="CY"; DATEADD([Date];-1;MONTH);MONTH[Date]<12;[SubtractYTD])

Value MTD FY:=CALCULATE([YTD Value];[DataType]="FY") -

CALCULATE([YTD Value];[DataType]="FY"; DATEADD([Date];-1;MONTH);MONTH[Date]<>3;[SubtractYTD])

Value MTD:= Value MTD CY + Value MTD FY

 

SubtractYTD compares Date with MaxDate by DateType in calculated column due to underlying data characteristics.

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