Change value if yearend date

normanbox

New Member
Joined
Jul 8, 2015
Messages
46
My organization has a report of the cumulative net income for each quarter for each year. I need produce a report in Power BI that pulls the quarterly net income rather than the cumulative net income. I currently have three DAX measures, one that pulls the current cumulative net income, a second that pulls the prior quarter's cumulative net income, and a third that calculates the difference between the current cumulative net income minus the previous quarter's cumulative net income. Everything works perfectly until the first quarter of each year. I can't seem to figure out how either pull the net income for Mar. 31st only or change the cumulative net income value for Dec. 31 to $0 for calculating March's net income. Here's my current measures.

NET INCOME (LOSS) =
VAR NetIncome = SUM(FS220A[Acct_661A])
Return NetIncome

Net Income LQ =
VAR LastQ = DATEADD('Date'[Date], -1, QUARTER)
VAR Results = CALCULATE([NET INCOME (LOSS)], LastQ)
Return Results

Net Income Difference =
VAR NetIncome = [NET INCOME (LOSS)]
VAR PrevQNetIncome = [Net Income LQ]
VAR Results = NetIncome - PrevQNetIncome
-- I need to figure out how to make yearend a $0 rather so March calculates properly
Return Results

Any help is appreciated.
 

Excel Facts

Select a hidden cell
Somehide hide payroll data in column G? Press F5. Type G1. Enter. Look in formula bar while you arrow down through G.

Forum statistics

Threads
1,223,885
Messages
6,175,181
Members
452,615
Latest member
bogeys2birdies

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top