Total YTD of Fiscal Year

[Nimai123]

My fiscal year starts from April-March

I wanted to create TOTALYTD for my sales depending upon my fiscal year 

Sample requirement

 fiscal Year    Sales  TotalYTD

2019-Q1      5            5

2019-Q2      2            7

2019-Q3      1            8

2019-Q4       2           10

2020-Q1       4            4

2020-Q2      3              7

And so on till my current fiscal QTR which is FY21-Q1

Sum = SUM(renewal_reporting_rrmaster_view_v2[usd_last_year_acv_converted])+SUM(renewal_reporting_rrmaster_view_v2[usd_renewal_acv_converted])

Total YTD sum = TOTALYTD([Sum],derived_dimdate[fulldate])

derived_dimdate is a date table.

My FY19,20,21 Q4 is being treated as the Q1 and giving me the wrong output.

It should start calculating fresh from FY19-Q1, FY20-Q1, FY21-Q1 till my current fiscal year qtr which is FY21-Q1

@amitchandak 

[amitchandak · Accepted solution]

@Nimai123 , In case your year end at 3/31.

Please give like

Total YTD sum = TOTALYTD([Sum],derived_dimdate[fulldate],"3/31")

Other examples

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD((Table[Date]),"3/31"))
This Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD((ENDOFYEAR(Table[Date])),"3/31"))

Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd(Table[Date],-1,Year),"3/31"))
Last YTD complete Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd(Table[Date],-1,Year)),"3/31"))

Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd(Table[Date],-2,Year),"3/31"))

[Anonymous]

Hello,

Perhaps you need to use the fourth parameter of 

https://docs.microsoft.com/en-us/dax/totalytd-function-dax

year_end_date

(optional) A literal string with a date that defines the year-end date. The default is December 31.

Hope this helps