topic Re: Measure or column for fiscal year that runs from July-Sept as 1st Qtr and so on. in DAX Commands and Tips

Measure or column for fiscal year that runs from July-Sept as 1st Qtr and so on.

BratKat — Mon, 24 Apr 2023 20:36:50 GMT

Saw a lot of posts on line about creating columns for fiscal year, just need a measure to add to a slicer to show

fiscal year starting July-Sep as first quarter and so on....

Thank you

Re: Measure or column for fiscal year that runs from July-Sept as 1st Qtr and so on.

Anonymous — Wed, 26 Apr 2023 02:14:01 GMT

Hi BratKat ,

To create a static fiscal year in Power BI Desktop, you can follow these steps:

1.Create a new calculated column in your date table with the following formula:

Fiscal Year = IF(MONTH([Date])>=7,YEAR([Date]),YEAR([Date])-1) + 1

2.Use the new calculated column in your visuals to display data by fiscal year.

3.You can also create a slicer to filter data by fiscal year.

To create dynamic fiscal year based on the selection of the slicer in Power BI Desktop, you can follow these steps:

1.Create a table with Starting Month by entering data.

2.Use the Starting Month field to create a slicer.

3.Create a measure to return dynamic fiscal years.

Fiscal Year = var _mon=SELECTEDVALUE('Table (2)'[Starting Month]) var _curr=MAX('Table'[Date]) return IF(MONTH(_curr)>=_mon,YEAR(_curr),YEAR(_curr)-1) + 1

Best Regards,

Stephen Tao

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

Re: Measure or column for fiscal year that runs from July-Sept as 1st Qtr and so on.

BratKat — Mon, 01 May 2023 17:00:39 GMT

Can not create columns like provided as all our data is from AzDo and we only have a table with dates for each item we have in Work Items, so are only date table is this data set. I can create a new table with CalandarAuto however as we are pulling data from AzDo this CalanderAuto new table is not avaliable in transform data. Our column for our item dates is named Tean Date 01 which could possibly used to calculate fiscal quarters statrting in July as a new measure or column however not sure how to do this.

Re: Measure or column for fiscal year that runs from July-Sept as 1st Qtr and so on.

BratKat — Mon, 01 May 2023 22:06:40 GMT

Not sure if this would be helpfull for the fiscal quarters but created a duplicate of our Team Date 01 and then extracted the month numbers.

Not sure if can create a new column or measure using these columns to have fiscal quaters starting in July (MS fiscal quarters) Thank you