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adityakommu Member
Member

Fiscal Year Starting from Feb

Hello All,

 

How Do I calculate TOTALYTD,TOTALMTD for a fiscal year starting from Feb.  1Can some one please guide me?

 

Thanks

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Fiscal Year Starting from Feb

Hi,

 

How about this measure

 

=CALCULATE(SUM(Data[Value]),DATESYTD(Calendar[Date],"31/1"))

 

There should be a Calendar Table and a relatiosnhip from the Date column in your Data Table to the Date column of your Calendar Table.

3 REPLIES 3
arthurvls Regular Visitor
Regular Visitor

Re: Fiscal Year Starting from Feb

Hi,

 

We would need more information about how your data set is structured. In your data tables, do you have columns for dates, month and fiscal year?

 

I don't think you can use these TOTALYTD functions for Fiscal Year starting in Feb but you can easily add a column in your query with an if statement on the date. Edit your query and add a costum column with a formula similar to this:

IF(Month([DATE])>2,"FY"&Year([DATE])+1,"FY"&Year([DATE]))
Community Support Team
Community Support Team

Re: Fiscal Year Starting from Feb

Hi @adityakommu,

Based on my test, you could refer to below formula:

TOTALYTD = TOTALYTD(SUM('Table'[Value]),'Table'[Date],FILTER('Table',MONTH('Table'[Date])>2))
TOTALMTD = TOTALMTD(SUM('Table'[Value]),'Table'[Date],FILTER('Table',MONTH('Table'[Date])>2))

Result:

1.PNG

You could also dowanload the pbix file to have a view.

 

 

Regards,

Daniel He

 

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Super User
Super User

Re: Fiscal Year Starting from Feb

Hi,

 

How about this measure

 

=CALCULATE(SUM(Data[Value]),DATESYTD(Calendar[Date],"31/1"))

 

There should be a Calendar Table and a relatiosnhip from the Date column in your Data Table to the Date column of your Calendar Table.