Calculation for current year and carry over (next year)

ogunustun

New Member
Joined
Dec 26, 2019
Messages
1
Office Version
  1. 365
Platform
  1. Windows
Dear All,

I need your support concerning how to write a dax formula. Details:



* My companies financial year start date is always 01/07/year. (For instance it starts 01/07/2020 and ends 31/06/2021)

* I have an BI report which show cost saving projects and the data table includes total saving amount, implementation date and durations.

* For instance if we create a cost saving project total amount 12.000EUR, implement it on 15/07/2019 & duration 12 months, this cost saving project will effect current financail year and there won't be carry over.

* Another example on below pictures:

What kind of DAX formula i should right in the table of my BI? Formula should be dynamic in case saving dates is changed.

If you review and support me i will be glad.

Thanks

Ogun

2019-12-26 16_50_59-Book1 - Excel.png
2019-12-26 17_08_22-LCIP - Power BI Desktop.png
 

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