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I am trying to accumulate values for the past year and using dateadd(dateytd) to do it.
However (after isolating the problem) my dateadd(dateytd) does not result in a calendar ending 2019-04-06, but in 2019-04-30 leading to faulty calculations.
I will add the formulae I used:
Hi @Aukje ,
First thing that strikes me, your date is named DateString, is it a real date value or a string (text) ?
You can use time Intelligence functions (DATEADD or YTD) only with dates (data type = Date or Date-Time).
Another thing, you seems to try to work with a date when you type "30/06",
which is not a date... which 30 of june do you want ? There is one each year as you noticed 😉
A date is day, month, and year (you must have the 3 parts).
This is not really solving your problem but might be a good start.
A Year to Date should look like this, I don't know what your 30/06 is standing for, filter ?
Sales YTD This Year = CALCULATE(TOTALYTD([Total Sales];MyCalendar[DateKey]))
Hope this help
Hi!
Thank you for your input.
1) It is named DateString, but converted to datevalue, so that should not cause the problem.
2) "30/06" is the last date of the year (to have a year from july through end of june). In my understanding I should explicitly NOT submit a year in this scenario, the last day of the year, EACH year is 30/06. It is an optional setting to change the inherit datelogic in PowerBi from 0101-1231 to 0701-0630.
Hi,
For your fiscal year issue, the best is to add a column qith fiscal year in your Date Table, so makes things easier for your filters.
Have a look at :
or
https://community.powerbi.com/t5/Desktop/Power-Query-Fiscal-Year-and-Quarter/td-p/383347
Should help you,
Thank you for your reply! I do actually have a column for fiscal year. The fiscal year 2018-2019 should still only accumulate to 2019-04-06 (and tomorrow to 2019-04-07) etc, so not really sure how to achieve that even with having a column for fiscal year 🙂
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