Custom Fiscal Calendar and Previous YTD

Hi,

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.

Kevin

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)

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Hi @kkieger,

So for troubleshooting issues like these I always start by returning all the variables one by one.

The LastSaleDate returned an ‘unexpected’ result.
Amended the calculation so it returns the actual last sale date.

and checked the results with the desired outcome…

I hope this is helpful.

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Awesome. 100% solved!!

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