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Evester Occasional Visitor
Occasional Visitor

Calculatiing a Sum for the Current Fiscal Year and Previous Fiscal Year

I am new to this blog.  I have searched everywhere for a solution and cannot find one.  My issue I need to calculate the Sum of dollar value for Current Fiscal year, Previous Fiscal Year and Future Fiscal Year.  Here is aan example of my Calculation. 

 

FY 19 $ Value = Calculate(Sum[Dollar Value],'Complete Data' [Fiscal Year] - 1) 

Here are the values in the fiscal year column: 

2017

2018

2019

2020

2021

2022

This does not work as the fiscal year column is a text field.  When I convert to a whole Number the fiscal year calculation does not work. 

 

Any help would be greaty appreciated.  Please move this to the correct area as I cant figure out how to get this post there. 

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Calculatiing a Sum for the Current Fiscal Year and Previous Fiscal Year

@Evester ,

 

Create three measures using dax below:

Previous Fiscal Year Total = CALCULATE(SUM('Complete Data'[Dollar Value]), FILTER('Complete Data', 'Complete Data'[Fiscal Year] = YEAR(TODAY()) - 1))

Current Fiscal Year Total = CALCULATE(SUM('Complete Data'[Dollar Value]), FILTER('Complete Data', 'Complete Data'[Fiscal Year] = YEAR(TODAY())))

Future Fiscal Year Total = CALCULATE(SUM('Complete Data'[Dollar Value]), FILTER('Complete Data', 'Complete Data'[Fiscal Year] = YEAR(TODAY()) + 1))

Capture.PNG 

 

Community Support Team _ Jimmy Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Community Support Team
Community Support Team

Re: Calculatiing a Sum for the Current Fiscal Year and Previous Fiscal Year

@Evester ,

 

Create three measures using dax below:

Previous Fiscal Year Total = CALCULATE(SUM('Complete Data'[Dollar Value]), FILTER('Complete Data', 'Complete Data'[Fiscal Year] = YEAR(TODAY()) - 1))

Current Fiscal Year Total = CALCULATE(SUM('Complete Data'[Dollar Value]), FILTER('Complete Data', 'Complete Data'[Fiscal Year] = YEAR(TODAY())))

Future Fiscal Year Total = CALCULATE(SUM('Complete Data'[Dollar Value]), FILTER('Complete Data', 'Complete Data'[Fiscal Year] = YEAR(TODAY()) + 1))

Capture.PNG 

 

Community Support Team _ Jimmy Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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