Last YTD trouble - untraditional financial months - DAX formulas RRS feed

  • Question

  • Hi,

    A DAX issue:

    I have trouble to sum up last years sales accordeing to our fiscmonth (not traditional months).
    For ex. january monthend can be 24th one year and 25th next year, or mars monthend can be april 1st one year and mars 30th next.
    I have a DimDate table related to my FactSales table (invoicedate-date).
    I get the total of the year correct, but also need it to calculate the months correctly - there lies my problem.

    I have tried for ex.:

    =CALCULATE(FactSales[Sales]; DATEADD(DimDates[Date];-1;YEAR) )


    =CALCULATE([Sales];FILTER(ALL(DimDates); DimDates[FiscMonth#]<(MAX(DimDates[FiscMonth#])-12));VALUES(DimDates[Year#]))

    These give same result.
    Any ideas how to solve this issue?
    I would be most grateful for assistance.


    • Edited by LCarlsson Wednesday, June 25, 2014 1:12 PM
    Wednesday, June 25, 2014 1:07 PM


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