cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Jeremyh
Frequent Visitor

Fiscal Year to Date Table calculating to Completed Fiscal Month

Hello.

 

Can someone please help me with a Solution to generate a Fiscal Month To Date Table for a Fiscal/Financial Year Beginning in July (Fiscal Year = 1 July to 30 June)

 

I only want to calculate up to the end of the last full Month and populate a table as follows without updating filters month to month

 

Example, if the Current Date was Mid June, I’d want to return the table shown in the picture. I have defined Fiscal Month Number in my Date/Calendar Table (July = 1, June = 12) and have set Sort Order by this to produce the this table

 

Jeremyh_0-1626065328799.png

 

2 REPLIES 2
amitchandak
Super User
Super User

@Jeremyh , Try a measure like

 

Meausre =
var _max = if(today() = eomonth(today(),0) , today(), eomonth(today(),1-) )
var _year = if(month(_max) <=6, year(today()) -1,year(today()))
var _min = date(year,7,1)
return
calculate(Sum(Table[Value]), filter(Table, Table[Date] >=_min & Table[Date] <=Max))

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!! !!
Dashboard of My Blogs !! Connect on Linkedin

Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!

Thank you for your reply but it's not quite what I'm looking for. I’ve had a bit of time to rethink the approach with a clearer description for what I’m trying to achieve.

Now that I am 2 Whole Months into the new Fiscal Year (Beginning July 1st) it’s easier to show what I want.

I already have a Date Calendar with the Number of the Fiscal Month. For Example, September is the 3rd Fiscal Month

Jeremyh_0-1631592839977.png

 

What I want is a simple Dax Statement for the [Latest Fiscal Month] so that I can use the in this following DAX

Jeremyh_1-1631592839987.png

 

 

So that I can get my table to not calculate results Greater than the current Fiscal Month. Eg.

Jeremyh_2-1631592839999.png

 

Any Help with this would be very much appreciated. Thank you

Helpful resources

Announcements
UG GA Amplification 768x460.png

Launching new user group features

Learn how to create your own user groups today!

November Power BI Update 768x460.png

Check it Out!

Click here to read more about the November 2021 Updates!

M365 768x460.jpg

Microsoft 365 Collaboration Conference | December 7–9, 2021

Join us, in-person, December 7–9 in Las Vegas, for the largest gathering of the Microsoft community in the world.