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Billgates's avatar
Billgates
Frequent Visitor
2 years ago
Solved

Dynamic Custom Fiscal Year

Fact Table - Column 1, Date of Occurence Date Dimension Table - Date, Calendar Year, Fiscal Year, Fiscal Period, Fiscal Week I've to write a DAX measure that counts Column 1 where the Date of Occur...
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi Billgates ,

    Based on my testing, please try the following methods again:

    1.Create the simple tables.

    2.Create the relationship between the two tables.

    3.Create the new measure to calculate the last fiscal year counts.

    CountLastFiscalYear = 
VAR CurrentFiscalYear = MAX('Table'[Fiscal year]) - 1
RETURN
CALCULATE(
    COUNTROWS('Fact Table'),
    FILTER(
        'Table',
        'Table'[Fiscal year] = CurrentFiscalYear
    )
)

    4.The result is shown below.

    Best Regards,

    Wisdom Wu

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

Billgates's avatar
Billgates
Frequent Visitor
2 years ago

Thank you, I have my date table I just want a DAX measure to meet my requirements

  • ArtisanAmbrosia's avatar
    ArtisanAmbrosia
    Frequent Visitor
    2 years ago

    Well, you may need to improve your date table...

     

    With a relationship between 'Fact Table'[Date of Occurence] and 'Date'[Date] 
    You could hardcode the measure, which isn't ideal for when next FY comes:
    Last FY Count = CALCULATE(COUNT('Fact'[Column 1]), 'Date Table'[Fiscal Year] = "2023")

     

    Or you could use variables for something like:
    Last FY Count = VAR FYStart = [Date] >= "5/1/2023"

    VAR FYEnd = [Date] <= "4/30/2024"

    VAR CountFact = Count('Fact'[Column 1]

    RETURN

    CALCULATE(CountFact), [Date of Occurence] >= FYStart && [Date of Occurence] <= FYEnd)