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Anonymous's avatar
Anonymous
Not applicable
4 years ago

Date Function - DAX - Create new column from an existing date column

Hi
I'm trying to create following columns using DAX from an existing date column on a table.

1. Fiscal_year_numer : Output -> 2021-22

 

I've created a "year" column with DAX like below:
Year = Year (Reference to the table [specific column consisting dates]) 

 

Can anyone suggest how to create a column with a fiscal column output - "2021-22" from a specifc column consisting dates on same table.

 

Any help would be much appreciated.

 

thanks

 
Date Function
DAX Commands
Help required

5 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    This issue has now been resolved. 

     

     

     

  • daXtreme's avatar
    daXtreme
    Solution Sage
    4 years ago

    Fiscal years more often than not do not align with the usual calendar dates. If you have a functional rule that tells you how to create a fiscal value from the usual date, then you should code it appropriately (but the details are specific and without this knowledge nobody can give you formula). Fiscal calendars of any flavour (created in DAX or Power Query) can easily be found via a Google search. You can even start here -> www.sqlbi.com.

  • PurpleGate's avatar
    PurpleGate
    Resolver III
    4 years ago

    You could use either a Switch statement, 

    or a mega IF statement?

     

    Fiscal Year = 
    IF(AND([Year] =2012,[Month]<=12),"FY13",

    IF(AND([Year] =2013,[Month]<=6),"FY13",
    IF(AND([Year] =2013,[Month]<=12),"FY14",        
    IF(AND([Year] =2014,[Month]<=6),"FY14",
    IF(AND([Year] =2014,[Month]<=12),"FY15",
    " ")))))
    • daXtreme's avatar
      daXtreme
      Solution Sage
      4 years ago

      PurpleGate 

       

      Please, do not write code like this and do not advocate it. It's hard to read, hard to debug and hard to maintain. Instead, use SWITCH. Thanks.

      • Anonymous's avatar
        Anonymous
        Not applicable
        4 years ago

        daXtreme , I tried to create a column based on your recommendation. 

         

        Fiscal Year =

        VAR CurrYear = RIGHT(YEAR('Tab1'[Date]),2)
        --VAR LastYear = RIGHT(YEAR('Tab1'[Date]-1,2) //Applicable for previous FY
        VAR NewYear = RIGHT(YEAR('Tab1'[Date])+1,2)
        VAR FiscalYear =

        SWITCH(
        TRUE (),
        MONTH([Exam Date]) >= 6,
        "FY" & " " & CurrYear & "-" & NewYear
        --LastYear & "-" & CurrYear //Applicable for previous FY
        )
         
        RETURN
        FiscalYear
         
        FY calculation I wanted it to be - 1st Jul - 30th Jun
         
        There are some blank fields appearing in Fiscal Year column. Not sure why!
         
        Could you pls suggest if there's any issue with my dax?
         
        thanks