Last Fiscal Year Total by Month - DAX

[DaniloCastro]

Hi,

I have tried to create one DAX expression to calculate the total amount of one column based on the fiscal year. The report will show the comparison between the current fiscal year and the previous one, by month.

Following there are the two DAX expressions I have used to create the total calculation based on fiscal year, and the motive of why they are not working:

1. CALCULATE (
       SUM ( Customer[Income] ),
       SAMEPERIODLASTYEAR ( DATESYTD ( DimDate[FullDate], "06-01" ) ),
       ALL ( DimDate )
   )    ERROR: The total of last fiscal year is summarized month by month rather than show only the total of that specific month.
2. CALCULATE (
       SUM ( Customer[Income] ),
       FILTER (
           ALL ( DimDate),
           DimDate[FiscalMonthOfYear] = MAX ( DimDate[FiscalMonthOfYear] )
               && DimDate[FiscalYear]
                   = MAX ( DimDate[FiscalYear] ) - 1
       )
   )   ERROR: This expression is showing the correct total for each month, however on Total Columns it is showing the total of the last fiscal month rather than the sum of all displayed months.

Has anyone ever faced this situation before, please?

Thanks in advance for your help!

Danilo Castro

[v-chuncz-msft · Accepted solution]

@DaniloCastro,

It seems that you can use SAMEPERIODLASTYEAR Function directly.

SAMEPERIODLASTYEAR ( DimDate[FullDate] )

[DaniloCastro]

@v-chuncz-msft,

Exactly! Changing the measure, the first one I've sent on my initial post, to use directly SAMEPERIODLASTYEAR works.

Solution:

CALCULATE (
    SUM ( Customer[Income] ),
    SAMEPERIODLASTYEAR (DimDate[FullDate]),
    ALL ( DimDate )
) 

Thank you very much for your help!

Danilo Castro