Time Intelligence DAX Problem Solving

[ksicard2430]

Hello,

I am working on a Power BI project and could use some help in solving an obstacle I am faced with. 

I am using the below Measure to calculate $ values for the period last year to create a comparison and contrast of current $ values compared to last years.

See screen shot below of the measure working correctly.

The obstacle I am faced with is that this report operates off a different fiscal year then the standard January - December calendar year. In this case the fiscal year for 2020 = Oct 2019 - September 2020. I have a splicer selection setup on the main report that allows the user to select the fiscal year that corresponds with the above requirements.

When a fiscal year is selected the majority of data from the previous year is filtered out unless the user selects the current and previous fiscal year. 

I am looking for suggestions on how to work around this. It is important that the report displays data from the selected fiscal year but also reports the comparison of the previous years data. 

Please let me know if the Power BI community has any suggestions that does not involve the user selecting multiple fiscal years. I am happy to provide additional information as necessary.

[amitchandak · Accepted solution]

@ksicard2430 , you can use datesytd with date table and end of year

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"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"9/30"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"9/30"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"9/30"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

calendar of your choice

1.Creating Financial Calendar
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calend...

Power BI — YTD
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
Power BI — QTD
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
Power BI — MTD
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

[ksicard2430]

Amitchandak,

How can these calendars be created as a rolling calendar that continually expands its date ranges as time moves on? The calendars I see are set manually to a limit.