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Hi
I am trying to calculate the fiscal YTD amount for all previous years for multiple companies. I need the fiscal period to be dynamic as each company has a different fiscal period. At the moment I can get it to work using the following code but the fiscal year end is not dynamic (is is 03-31 for all companies for which the calculation is applied)
Turnover FY:= CALCULATE ( [Turnover Amount], DATESYTD ( 'AccountingPeriod'[Date], "03-31" ) )
Anyone solve this before or could guide me to a solution?
Here is an example data set, in it I have company A and B with fiscal periods ending 01/10 and 01/06. Column 'Turnover FY' is the calculation I am trying to create
Thanks in advance 🙂
Solved! Go to Solution.
Hi @Monty0
you can download the file: https://1drv.ms/u/s!AiiWkkwHZChHj0ItKq-ShSK2gIqr
build this model:
Then add this measure:
Measure = IF ( HASONEVALUE ( 'Calendar'[Month] ), SUMX ( Companies, VAR FYEDate = DATE ( YEAR ( MAX ( 'Calendar'[Date] ) ), Companies[FYE Month], Companies[FYE Day] ) VAR PeriodBegin = IF ( MAX ( 'Calendar'[Date] ) > FYEDate, FYEDate + 1, EDATE ( FYEDate, -12 ) + 1 ) RETURN CALCULATE ( SUM ( Turnover[Turnover Amount] ), DATESBETWEEN ( 'Calendar'[Date], PeriodBegin, MAX ( 'Calendar'[Date] ) ) ) ) )
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Hi @Monty0
are you able to post a sample dataset?
Did I answer your question correctly? Mark my answer as a solution!
Proud to be a Datanaut!
Hi @Monty0
you can download the file: https://1drv.ms/u/s!AiiWkkwHZChHj0ItKq-ShSK2gIqr
build this model:
Then add this measure:
Measure = IF ( HASONEVALUE ( 'Calendar'[Month] ), SUMX ( Companies, VAR FYEDate = DATE ( YEAR ( MAX ( 'Calendar'[Date] ) ), Companies[FYE Month], Companies[FYE Day] ) VAR PeriodBegin = IF ( MAX ( 'Calendar'[Date] ) > FYEDate, FYEDate + 1, EDATE ( FYEDate, -12 ) + 1 ) RETURN CALCULATE ( SUM ( Turnover[Turnover Amount] ), DATESBETWEEN ( 'Calendar'[Date], PeriodBegin, MAX ( 'Calendar'[Date] ) ) ) ) )
Did I answer your question correctly? Mark my answer as a solution!
Proud to be a Datanaut!
Thank you LivioLanzo, outstanding!
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