Change Fiscal Year in TOTALYTD

[Anonymous]

Hi All,

I am calculating Year to Date sum of specific category using TOTALYTD function. Result I got is based on Calendar Year Start of Jan and Finish on Dec, i want to change it to April to March.

pls help.

Month	Sum	Result by Power BI	Desired Result
Jan-19	10	10	10
Feb-19	10	20	20
Mar-19	10	30	30
Apr-19	10	40	10
May-19	10	50	20
Jun-19	10	60	30
Jul-19	10	70	40
Aug-19	10	80	50
Sep-19	10	90	60
Oct-19	10	100	70
Nov-19	10	110	80
Dec-19	10	120	90
Jan-20	10	10	100

[v-jayw-msft · Accepted solution]

Hi @Anonymous ,

Create a fis_month column.

fis_month = EDATE('Table'[month],-3)

Column = CALCULATE(SUM('Table'[sum]),FILTER('Table',YEAR('Table'[fis_month])=YEAR(EARLIER('Table'[fis_month]))&&MONTH('Table'[fis_month])<=MONTH(EARLIER('Table'[fis_month]))))

Best Regards,

Jay

[amitchandak]

@Anonymous , Use FY end date in datesytd ot totalytd

example

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"3/31"))

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA