FYTD DAX doesn't work

[Anonymous]

Hi Community,

I need help with calculating FYTD sum. Our Financial year runs from July to June. Following is a snapshot of my sample dataset & measures:

FYTD sum should be 360. 

FYTD sum = totalytd(CALCULATE([Total sales]),Datedim[Date],"06/30")

My sample pbi file: https://1drv.ms/u/s!Ag919_pO_UKrgQ7LnPwPrdOWvT3t?e=yq6eGw

Many thanks,

[manikumar34]

@Anonymous , 

Try something like thi. 

Calculate(SUM(Table[Sales]),DATESYTD(Table[Date],"30/6")

Check another example with the following link

https://community.powerbi.com/t5/Desktop/DAX-of-YTD-and-LYTD-based-on-Fiscal-year-1st-Sept-to-31st-Aug/td-p/241143

Regards, 

'Manikumar

[amitchandak]

@Anonymous , This is happening because you have not selected any date filter. And end date of calender in 12/31/2021 , means FYTD from that date.

Please select any date is FY you will get the correct data.

Find the file attached after signature

I have discussed all these in https://www.youtube.com/watch?v=OBf0rjpp5Hw

[SpiroswayGR · Accepted solution]

@Anonymous 

FYTD sum = CALCULATE(SUM(Table_name[Sales_field]),Table_name[FYDate]<date(2021,06,31),Table_name[FYDate]>date(2020,07,01))

it is working for me well