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Having some issue with my Totals. Something simple that i am missing out.
Need to get the 3 totals based on fiscal Year which starts May 1st. I had my measures as below. But i am not getting totals by the sites for some reason.
Year To date totals
Last Year Totals
Current Year Total -
Solved! Go to Solution.
Hi @Pbi07 ,
As checked your file, the data type of field Date in fact table be set as Text, so it should be the cause that can't get the total values. Please select Date field and navigate to Column tools ribbon to set the data type of Date field as "Date" just as below screenshot:
Best Regards
Hi @Pbi07 ,
As checked your file, the data type of field Date in fact table be set as Text, so it should be the cause that can't get the total values. Please select Date field and navigate to Column tools ribbon to set the data type of Date field as "Date" just as below screenshot:
Best Regards
@Pbi07 , Try like
Last YTD Sales = CALCULATE([Total Amount],DATESYTD(dateadd('Date'[Date],-1,Year),"4/30"))
You can add custom period and add that to slicer
refer my calndar Creating Financial Calendar - From Any Month
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calend...
example
YTD= CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year]) && 'Date'[Period] <= Max('Date'[Period]) ))
LYTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year])-1 && 'Date'[Period] <= Max('Date'[Period])))
Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA
Thanks @amitchandak . I will try those measures. is that a right statement, that For the current year, i don't need a filter checking max date even if fiscal year starts 05/01
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