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.
 

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Show numbers in thousands?
Use a custom number format of #,##0,K. Each comma after the final 0 will divide the displayed number by another thousand

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