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TeamCanada26__'s avatar
TeamCanada26__
Frequent Visitor
4 years ago
Solved

If Statement with a Calculation

I am trying to create a Fiscal calendar that is particular to our company. 

 

I have the transaction year and the transation month, what I am looking to do is to create a new calculated column that would add 1 to a the year if the associated month is > 8.  

 

essentially, this is what I would like:

IF [year] > 8 then ([year]+1), [year]

 

Thank you.

Need Help
  • Anonymous's avatar
    Anonymous
    4 years ago

    Please follow below steps 

     

    1. In power query create a new column 

    Transaction Date +1 = Date.AddYears([Transaction date],1)

    2. In visual write below dax

    New Transaction date = if(MONTH('Table'[Transaction date])>8,'Table'[Transaction Date +1],'Table'[Transaction date])

     

    Please confirm if it works..!!

     

     

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    Please follow below steps 

     

    1. In power query create a new column 

    Transaction Date +1 = Date.AddYears([Transaction date],1)

    2. In visual write below dax

    New Transaction date = if(MONTH('Table'[Transaction date])>8,'Table'[Transaction Date +1],'Table'[Transaction date])

     

    Please confirm if it works..!!

     

     

    • TeamCanada26__'s avatar
      TeamCanada26__
      Frequent Visitor
      4 years ago

      Thank you - I would need the new year in a column on its own. 

      I do get the idea behind this - so thank  you for that. 🙂

      Step 2 woudl be to create a new column based i guess. 

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        4 years ago

        Hi,

        Another way using DAX without creating a new column in Power query

         

        Create a column with below dax

        New Transaction date = if(MONTH('Table'[Transaction date])>8,IFERROR(DATE(YEAR('Table'[Transaction date])+1, MONTH('Table'[Transaction date]), DAY('Table'[Transaction date])), BLANK()),'Table'[Transaction date])
         
        Hope this helps 🙂