Fiscal year projected sales in a card

[Anonymous]

Hi @amitchandak ,

I have a FY which starts in July and ends in June. My Fiscal calendar is set up in such a way that it shows future dates until 2024 and its unpredictable as we dont have a fix future date., by next refresh the future dates might change. 

I have a requirments where I have to show current FY - 2021 and Future  FY 2022  projected sales in a cards.

once current FY is over, then my cards should show FY 2022 as current and FY 2023 as future.

Based on few of your post and blogs , I calculated the rank for year, and based on that calculated the fy 2021 projected sales and fy 2022 projected sales.

However, since my fiscal calendater dates keeps on changing as mentioned earlier, my formula do not work.. and the Max rank in the below formula shows the highest year in my fiscal calendar. 

I use this formula:

FY 2021=

Var data13= CALCULATE(SUM(Table[Projected Sales]), FILTER(ALL('Calendar'),'Calendar'[Fiscal-Year_Rank]=max(Calendar[Fiscal-Year_Rank])-1))

Return

(Data13)

FY 2022=

Var data1= CALCULATE(SUM(Table[Projected Sales]), FILTER(ALL('Calendar'),'Calendar'[Fiscal-Year_Rank]=max(Calendar[Fiscal-Year_Rank])))

Return

(Data1)

Any help? how should I handle this?

[Ashish_Mathur]

Hi,

Create a Financial Year slicer and select 2020-21 in that slicer.  Write these measures

Sales = SUM(Table[Projected Sales])

Next year sales = calculate([sales],nextyear(calendar[Date]))

Does this work?

[Anonymous]

Hi @Ashish_Mathur ,

Thanks for providing me the solutions. However, this is imposing the hard filter and having this is working for only current FY 2021. 

Any help tweaking this ?

@jdbuchanan71