cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
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 III
Super User III

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.

Helpful resources

Announcements
PBI_User Group Leader_768x460.jpg

Manage your user group events

Check out the News & Announcements to learn more.

Get Ready for Power BI Dev Camp

Microsoft named a Leader in The Forrester Wave

Microsoft received the highest score of any vendor in both the strategy and current offering categories.

Get Ready for Power BI Dev Camp

Power BI Dev Camp - September 30th, 2021

Mark your calendars and join us for our next Power BI Dev Camp!

PowerPlatform 768x460.png

Microsoft Learn

Check out our new Discover Your Career Path blog post series and get all the details.