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Pbi07
Helper IV
Helper IV

Fiscal Year cumulative Total and for Month

I am trying to get totals based on the fiscal Year which starts 05/01. 

1. Prior Year Totals and 2 years ago totals. 

     If my selection is for 2021-06,   I need the cumulative totals for May & Jun for 2020 and 2019 

2.  Prior Year same month total -   

     I used the below measure which seems working fine. Wanted to confirm if it is safe to use Parallelperiod function

CALCULATE(SUM(Fact[Sales]),PARALLELPERIOD('Calendar'[Date],-12,MONTH))

 

 

 

Calendar date is set to Fact date relationship . 

 

 

1 ACCEPTED SOLUTION
parry2k
Super User III
Super User III

@Pbi07 Yes PARALLELPERIOD is ok to use.

 

Check my latest blog post Comparing Selected Client With Other Top N Clients | PeryTUS  I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

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View solution in original post

2 REPLIES 2
parry2k
Super User III
Super User III

@Pbi07 Yes PARALLELPERIOD is ok to use.

 

Check my latest blog post Comparing Selected Client With Other Top N Clients | PeryTUS  I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.






Did I answer your question? Mark my post as a solution.

Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





View solution in original post

Thanks @parry2k for confirming on the 2nd point. 

 

What about the cumulative? 

Prior Year Totals and 2 years ago totals. 

     If my selection is for 2021-06,   I need the cumulative totals for May & Jun for 2020 and 2019 

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