Running Totals with Financial Year

[AnilKumar]

Hi all,

I have the requirement to achieve the running totals w.r.t to year/date and name as like below snap.

 Here totally 3 Financial Years. for Name1, there is no records in 21-22 so 20-21 balance is just transfered to 21-22. in the same way, for name2, no recs in 20-21 FY so 19-20FY amt is transfer ed to 20-21FY. 

Anyone please help me out.

Thanks in advance,

Vishnu Priya

[v-qiuyu-msft · Accepted solution]

Hi @AnilKumar, 

From your description, fiscal year starts from April 1st, so date "01-01-2019" should belong to fiscal year 18-19 instead of 19-20. 

For your requirement, you can create a calendar table, then create fiscal year column both in fact table and calendar table, drag fiscal year column from calendar table to matrix column bucket. Then create a measure below: 

Measure 2 = CALCULATE(SUM('Table'[Amt]),FILTER(ALL('Table'),'Table'[FiscalYear]<=MAX('Calendar'[FiscalYear])&&'Table'[Name]=MAX('Table'[Name])))

Best Regards,
Qiuyun Yu

[amitchandak · Accepted solution]

@AnilKumar , The only thing which changes here is your date calendar. You can have date cumulative working

Have a calendar like

https://www.dropbox.com/s/wrcyk5j66corvjg/Apr2Mar-Cal.pbix?dl=0

Join date calendar date with your date and formula like this will work

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=maxx(date,date[date])))
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=max(Sales[Sales Date])))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

[v-qiuyu-msft · Accepted solution]

Hi @AnilKumar, 

From your description, fiscal year starts from April 1st, so date "01-01-2019" should belong to fiscal year 18-19 instead of 19-20. 

For your requirement, you can create a calendar table, then create fiscal year column both in fact table and calendar table, drag fiscal year column from calendar table to matrix column bucket. Then create a measure below: 

Measure 2 = CALCULATE(SUM('Table'[Amt]),FILTER(ALL('Table'),'Table'[FiscalYear]<=MAX('Calendar'[FiscalYear])&&'Table'[Name]=MAX('Table'[Name])))

Best Regards,
Qiuyun Yu