Forum Discussion
Current Financial Year Offset - DAX
Here is an example of what it should look like -
Example:
Calander Year | Financial Year | Month | Current Fin Year Offset |
2022 | 2022 | July | -1 |
2022 | 2022 | August | -1 |
2022 | 2022 | September | -1 |
2022 | 2022 | October | -1 |
2022 | 2023 | November | 0 |
2022 | 2023 | December | 0 |
2023 | 2023 | January | 0 |
2023 | 2023 | February | 0 |
2023 | 2023 | March | 0 |
2023 | 2023 | April | 0 |
2023 | 2023 | May | 0 |
2023 | 2023 | June | 0 |
2023 | 2023 | July | 0 |
2023 | 2023 | August | 0 |
2023 | 2023 | September | 0 |
2023 | 2023 | October | 0 |
2023 | 2024 | November | 1 |
2023 | 2024 | December | 1 |
2024 | 2024 | January | 1 |
Community SupportHi , Anonymous
According to youe description, you want to add a flag column in your table .
Here are the steps you can refer to
(1)This is my test data:
(2)We can click "New Column" to add two columns like this:
Month Value = SWITCH([Month],"January",1,
"February",2,"March",3,"April",4,"May",5,"June",6,"July",7,"August",8,"September",9,"October",10,"November",11,"December",12)Current Fin Year Offset = var _today = TODAY()
var _cur_year = YEAR( _today)
return
SWITCH(TRUE(),
OR([Calander Year]=_cur_year && [Month Value]<=10, [Calander Year]=_cur_year-1 && [Month Value]>=11),0,
OR([Calander Year]=_cur_year && [Month Value]>=11, [Calander Year]=_cur_year+1 && [Month Value]<=10),1,
OR([Calander Year]=_cur_year-1 && [Month Value]<=10, [Calander Year]=_cur_year-2 && [Month Value]>=11),-1
)
(3)Then we can meet your need , the result is as follows:
If this method does not meet your needs, you can provide us with your special sample data and the desired output sample data in the form of tables, so that we can better help you solve the problem.
Thank you for your time and sharing, and thank you for your support and understanding of PowerBI!
Best Regards,
Aniya Zhang
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