Forum Discussion
Dynamic Fiscal Year
Hello Community,
Woould you please help me to determine how to create column that can Identify Current fiscal Quater. I have tried with this formula but it is not working. ( I am donot have dates table)
Our Fiscal Quarter starts from:
Q1 : Nov to Jan
Q2: Feb to April
Q3: May to July
Expected Results :
| Due Date (M/D/Y) | Current Quarter |
| 01/19/2023 | Q1 |
| 10/31/2022 | Q1 |
| 11/22/2022 | Q1 |
| 12/15/2022 | Q1 |
| 02/17/2023 | |
| 07/18/2023 | |
| 09/18/2023 | |
| 10/25/2023 | |
| 11/14/2023 |
Thankyou in Anticipation.
They've also recently released custom templates:
https://www.sqlbi.com/articles/customizing-date-and-time-intelligence-templates-in-bravo-for-power-bi/sam_hoccane, I'd strongly recommend using a date table.
https://radacad.com/do-you-need-a-date-dimensionOne way to define your fiscal quarter:
ROUNDDOWN ( MOD ( MONTH ( [Date] ) + 1 , 12 ) / 3, 0 ) + 1
5 Replies
Definitely agree on adding a Date table. Either way, you can easily create your FQ column with an expression like this:
FQ = "Q" & QUARTER(EOMONTH(Table[DueDate], 2))
Replace Table[DueDate] with your actual Table[Column]
Pat
Nice! Much cleaner than what I proposed.
Hi sam_hoccane ,
I would recommend using a date table like the one below which you can adjust to fit your fiscal calendar:
https://www.sqlbi.com/articles/reference-date-table-in-dax-and-power-bi/
They've also recently released custom templates:
https://www.sqlbi.com/articles/customizing-date-and-time-intelligence-templates-in-bravo-for-power-bi/sam_hoccane, I'd strongly recommend using a date table.
https://radacad.com/do-you-need-a-date-dimensionOne way to define your fiscal quarter:
ROUNDDOWN ( MOD ( MONTH ( [Date] ) + 1 , 12 ) / 3, 0 ) + 1Thankyou all!
