Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
Hi
I have two tables one is a transaction and another one is a date table
The transaction table has two columns category, and amount. I have ten categories in the category table. I need to filter only three category. Date table has a date and year column.
I want to calculate the fiscal year (7/1/2017- 6/30/2018) using the DAX function.
Need output as below,
Category | Fiscal Year amount |
B | 15000 |
C | 2000 |
D | 9000 |
When I use Filter for category and Date, I am able to get the above results. However, when I use the below DAX function, I am getting a different value as well as unable to filter the categories.
Solved! Go to Solution.
Hi @bourne2000
Not clear about your data model and table structure, so I create a sample, it may give you pointers. See sample file attached below.
-
Create a measure,
Measure =
VAR _enddate=DATE(SELECTEDVALUE('Table'[fiscal year]),6,30)
var _firstdate = EDATE(_enddate,-12)
return
CALCULATE(SUM(TRANSACTIONS[AMOUNT]),FILTER(TRANSACTIONS,TRANSACTIONS[DATE]<=_enddate&&TRANSACTIONS[DATE]>_firstdate))
Result:
Best Regards,
Community Support Team _ Tang
If this post helps, please consider Accept it as the solution to help the other members find it more quickly.
Hi @bourne2000
Not clear about your data model and table structure, so I create a sample, it may give you pointers. See sample file attached below.
-
Create a measure,
Measure =
VAR _enddate=DATE(SELECTEDVALUE('Table'[fiscal year]),6,30)
var _firstdate = EDATE(_enddate,-12)
return
CALCULATE(SUM(TRANSACTIONS[AMOUNT]),FILTER(TRANSACTIONS,TRANSACTIONS[DATE]<=_enddate&&TRANSACTIONS[DATE]>_firstdate))
Result:
Best Regards,
Community Support Team _ Tang
If this post helps, please consider Accept it as the solution to help the other members find it more quickly.
@bourne2000 , This seems correct.
fiscial year= TOTALYTD(SUM(TRANSACTIONS[AMOUNT]), DATE[DATE], "6/30")
You will have YTD for each category. I think YTD will not sum up across category
@amitchandak Fiscal year values are not matching when I use the Dax function. It's correct when I use date slicer.
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
109 | |
98 | |
77 | |
66 | |
54 |
User | Count |
---|---|
144 | |
104 | |
101 | |
86 | |
64 |