I’m creating financials for a small business using the methods in the Financial Reporting course and have run into an issue. The Same Year Actuals measure works well but when I apply any date filter (year or FY), the Previous Year Actual measure only shows the summary total amounts and NOT the itemised actuals. I’ve been all over this an cannot work out what I’ve done wrong. Love the material by the way!
Here’s my measure;
Previous Year Actuals = VAR CurrentItem = SELECTEDVALUE ( 'Income Statement Template'[Items Normalised] ) RETURN SWITCH ( TRUE (), CurrentItem = "Total Revenue", [Revenue LY], CurrentItem = "Total Direct Costs", [Direct Costs LY], CurrentItem = "Total Gross Profit", [Gross Profit LY], CurrentItem = "Gross Profit %", FORMAT ( [Gross Profit Margin LY], "0.00%" ), CurrentItem = "Total Expenses", [Expenses LY], CurrentItem = "Total Net Profit", [Net Profit LY], CurrentItem = "Net Profit %", FORMAT ( [Net Profit Margin LY], "0.00%" ), CALCULATE ( CALCULATE ( [Actuals LY], FILTER ( 'Account Transactions', 'Account Transactions'[Account Name] = CurrentItem ) ) ) )