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Kornholio Regular Visitor
Regular Visitor

Fiscal Year for Previous Year

I have a problem. I have a Period Date which has a Year option. It has a month, year, etc hierarchy. There is a problem when having the previous year to date. The FY is from April, Year(XX), to March Year (XX). I need to calculate from YTD for PeriodDT, if current PeriodDT is this month, or current month, for last years NET. SO, if i choose PeriodDT 2019, it will show all NET from last year up to todays month. Attached pbi.  

 

I also need to choose location, to show the FYTD NEt and Previous YTD Net

 

https://www.dropbox.com/s/shep5bn6kbvvzfd/GURU%20Test.pbix?dl=0

 

1 ACCEPTED SOLUTION

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amitchandak Super Contributor
Super Contributor

Re: Fiscal Year for Previous Year

First of all, create a calendar table

https://docs.microsoft.com/en-us/dax/calendar-function-dax

 

Then try totalytd

https://docs.microsoft.com/en-us/dax/totalytd-function-dax

Use period end date in the given formula

Totalytd year = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),'Date'[Date Filer],"3/31"))

Totalytd Last year = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),dateadd('Date'[Date Filer],-1,YEAR),"3/31"))

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks.

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1 REPLY 1
Highlighted
amitchandak Super Contributor
Super Contributor

Re: Fiscal Year for Previous Year

First of all, create a calendar table

https://docs.microsoft.com/en-us/dax/calendar-function-dax

 

Then try totalytd

https://docs.microsoft.com/en-us/dax/totalytd-function-dax

Use period end date in the given formula

Totalytd year = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),'Date'[Date Filer],"3/31"))

Totalytd Last year = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),dateadd('Date'[Date Filer],-1,YEAR),"3/31"))

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks.

View solution in original post

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