I have a series of time intelligence measures working with my dataset. The one which is not working is my “Sales PYTD - Fiscal 445” measure.
Indeed, the “Sales PYTD - Fiscal 445” measure is so very close to being accurate, but I can detail examples of where both row level and totals are not accurate. I’ve used your excellent videos/examples on both PYTD and custom calendars to get as close as I am, but my skills to “step through” a given measure to pinpoint the problem haven’t been fruitful.
I’m attaching the updated PBIX, its source file, a snapshot of the Fiscal 4-4-5 calendar table with pertinent dates, a worksheet of the two Sales reps and their respective sales orders, and a “Further Details” document to illustrate the problematic results with the ‘Sales PYTD - Fiscal 445’ measure. I believe “Further Details” has the most direct info re: the problem with the measure.
FYI, ‘Sales PYTD v2 - Fiscal 445’ was a different attempt to achieve the expected result, but triggers a different set of unexpected results.
Thank you for taking a look at getting the valid/expected results from the Sales PYTD - Fiscal 445 measure.
Sample DNA Dataset for PYTD with Custom Fiscal Calendar.pbix (431.4 KB)
[Enterprise Calendar Analysis.xlsx|attachment]
(upload://vPHcRySXOP0UsqFmVuIzPtrOIub.xlsx) (51.4 KB)
PYTD Measure - Further Details.docx (252.2 KB)
PowerBI_Sample_Dataset.xlsx (46.1 KB)
PowerBI_Sample_Dataset Analysis.xlsx (47.0 KB)