In our accounts system transactions are allocated to an accounting year which is the year of the next financial year end. They are also allocated to an accounting period from 01 to 13.
We use a measure to calculate the current year’s profit and loss account.
P & L CY = CALCULATE(SUM( NlTransactionsPosted[DrCrAmount] ) * -1, FILTER( NominalCodeGroups, NominalCodeGroups[TypeCode] <= "5"))
This works well.
I want to create a measure to do a comparison with the same accounting period in the previous financial year.
We have looked at DATEADD and SAMEPERIODLASTYEAR but they don’t work because the accounting period allocated is not necessarily related to the transaction date.
I would appreciate any thoughts.