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tmears
Helper III
Helper III

YTD (Fiscal Year)

Hi i have used the following DAX calcualtion for my YTD profit on a product:

 

Value_YTD_Fis =
IF(
 ISFILTERED('DateCalendar'[Date]),
 ERROR("Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy"),
 TOTALYTD(SUM('DocumentItems'[Profit]), 'DateCalendar'[Date],"30/3")
)

 

My fiscal year is 1 april to 31 mar.

 

When i plot this, it is calcualting last years Jan, Feb and March?? so i get the following.  Any ideas why?

powerbi example.PNG

1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User

I believe your end date parameter is in the wrong spot.

 

TOTALYTD(<expression>,<dates>[,<filter>][,<year_end_date>]) 

 See the example here:

https://msdn.microsoft.com/en-us/library/ee634400.aspx

 

It looks like you need to put a filter parameter in there like in the example.


@ me in replies or I'll lose your thread!!!
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DAX is easy, CALCULATE makes DAX hard...

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2 REPLIES 2
Greg_Deckler
Super User
Super User

I believe your end date parameter is in the wrong spot.

 

TOTALYTD(<expression>,<dates>[,<filter>][,<year_end_date>]) 

 See the example here:

https://msdn.microsoft.com/en-us/library/ee634400.aspx

 

It looks like you need to put a filter parameter in there like in the example.


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

thank you so much!!

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