Forum Discussion

Regular Visitor

6 years ago

Solved

adding a fiscal month/year column

Good morning

newbie here!

I have a data file, that contains daily records of transactions, I want to insert a column and lookup the date from lets say Column A, and return our filscal year. Then run that function down the 4000 or so rows.

eg:

Column A = 01/08/2019

Comumn B = Data

Comumn C = Data

Column D New Column - return a value of 2020-21

I want to do this in Power BI with a DAX function I guess

Thanks

Jill

bye4now
6 years ago
Let me try that one out, I also found a DAX function - its quite long, but I will see which one works.

Thanks

5 Replies

ryan_mayu
Super User
6 years ago
bye4now

do you have a fiscal year table? if you have, you can try to use LOOKUPVALUE.

https://docs.microsoft.com/en-us/dax/lookupvalue-function-dax
- bye4now
  Regular Visitor
  6 years ago
  Let me try that one out, I also found a DAX function - its quite long, but I will see which one works.
  
  Thanks
  - ryan_mayu
    Super User
    6 years ago
    bye4now
    
    what's the logic of calculating the column D? 21 means the week number? when does your fiscal year starts? you'd better provide more detailed info to get a proper solution.
jairoaol
Impactful Individual
6 years ago
I recommend that you calculate the fiscal year, fiscal month and so on, do it in the date table and not in the movement table.
the column calculation to show 2020-21 will be performed by Query and not by DAX.
on the internet you can find many examples of date tables, such as the following
http://blog.blauservices.com/?p=1986
https://www.dataxbi.com/blog/2019/08/20/crear-un-calendario-en-power-query/
v-lionel-msft
Community Support
6 years ago
Hi bye4now ,

What is the relationship between financial date and natural date?
Is there a fixed number of days difference between the two?

Like this?

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Related content