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DAX on YTD versus LYTD variation PBI fiscal year, Oct 1 - Sep 30

Saul Espinoza

New Member
Good evening; will appreciate it very much if you can help me to tweak the DAX formulas to get the correct result, as can be seen, the DAX Ventas_YTD VAR is not returning the correct amount when data for January and onward is loaded :( and the waterfall chart in the last column is misleading. Please see attached images and attached PBI files with data loaded until Dec 2020 and Jan 2020 (FY 2021). Thanks a bunch for your feedback
 

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  • Image.docx
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So what should be the correct result?
Should it be calculated based on entire FY 2020 or should it be based on same period of FY 2020?

FYI - Waterfall isn't the best chart to represent sales data. As total value isn't really representative of any meaningful data. Personally, I'd just chart it as bar / column chart. You can show variance in data call outs.
 
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