HELP! Date filter to return a closure rate (value) for a previous fiscal year end (last FY month)

[Ismari]

Hi, I have a measure to calculate the closure rate for the previous financial year. It takes the value of the last month for the previous financial year because it is not a sum of all the months. The problem is the date filter in the measure specifies the year end as "30 June 2023". This is working fine now, but when moving to the next FY, I will have to change all the measures I have with the new FY ending. 

Any wisdom to make the measure more automatic?

Here is my measure: (problem areas in GREEN)

MOCs PRE FY21 CLOSURE RATE = if(ISBLANK(sum('ROBOT-Incidents'[MOCsPREFY21])),BLANK(),(calculate(sum('ROBOT-Incidents'[MOCsPREFY21]),PREVIOUSYEAR(DateTableV2_0[Date],"30 June 2023"))-sum('ROBOT-Incidents'[MOCsPREFY21]))/calculate(sum('ROBOT-Incidents'[MOCsPREFY21]),PREVIOUSYEAR(DateTableV2_0[Date],"30 June 2023")))

[AlphaBravo]

Hi, Ismari 👋

Just to clarify, your FY ends on 30th of June?

If so, this code should achieve the result that you are looking for

MOCs PRE FY21 CLOSURE RATE = 
IF(
    ISBLANK(SUM('ROBOT-Incidents'[MOCsPREFY21])),
    BLANK(),
    (
        CALCULATE(
            SUM('ROBOT-Incidents'[MOCsPREFY21]),
            SAMEPERIODLASTYEAR(EDATE(DateTableV2_0[Date], -6))
        )
        - SUM('ROBOT-Incidents'[MOCsPREFY21])
    )
    / CALCULATE(
        SUM('ROBOT-Incidents'[MOCsPREFY21]),
        SAMEPERIODLASTYEAR(EDATE(DateTableV2_0[Date], -6))
    )
)

[Ismari · Accepted solution]

Haaa! got it!

MOCs PRE FY21 CLOSURE RATE2 = IF( ISBLANK(SUM('ROBOT-Incidents'[MOCsPREFY21])), BLANK(), ( CALCULATE( SUM('ROBOT-Incidents'[MOCsPREFY21]), PREVIOUSYEAR(DateTableV2_0[Date],"30/6")) ) - SUM('ROBOT-Incidents'[MOCsPREFY21]) ) / CALCULATE( SUM('ROBOT-Incidents'[MOCsPREFY21]), PREVIOUSYEAR(DateTableV2_0[Date], "30/6"))

[v-kongfanf-msft]

Hi @Ismari ,

Thank you for your feedback. Has the issue been resolved so far? If so, please mark it as the correct solution, and point out if the problem persists.

Best Regards,
Adamk Kong

[Ismari]

Yes, FY end 30 June.

I do get an error saying "Parameter is not the correct type" and the 

(EDATE(DateTableV2_0[Date], -6) part is underlined red