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Displaced_2000
Frequent Visitor

dynamic fiscal year

I'm looking to create two columns in my table - Fiscal year start and Fiscal year End

Fiscal year start is always the first Monday in April and the end is the Sunday before the Next first monday in April

 

I create the below based on what I had seen on this post LINK 

FiscalEndDate = CEILING(EOMONTH(DATE(year([Date])+1,(04),(01)),-1)-1,7)+1

 This works very well apart from JAN FEB and MARCH.  

This is what im cuurently getting in my table and you can see from April the new column dax is working but before April it incorrect.

 

I feel like I need an IF statement potentially to check what date and if its before or after the FiscalEndDate

 

Displaced_2000_3-1674497182679.png

 

 

1 REPLY 1
amitchandak
Super User
Super User

@Displaced_2000 , Check the last  two column of this DAX table

 

 

Date = ADDCOLUMNS(CALENDAR(date(2018,01,01), date(2020,10,31))
,"Month Year", FORMAT([Date], "MMM-YYYY")
,"Month Year sort", FORMAT([Date], "YYYYMM")
, "Year", YEAR([Date])
,"Qtr Year" ,FORMAT([Date],"YYYY\QQ"),
"WeekDay", FORMAT([Date], "ddd")
,"Month", FORMAT([Date], "MMM")
,"Month sort", FORMAT([Date], "MM")
,"Week Start Date", [date] - WEEKDAY([Date],2) +1,
"Fy1 Start Date", if(MONTH([date]) <4, date(Year([Date])-1,4,1) ,date(Year([Date]),4,1) ),
"FY Start Date ",
var _date = Date(year([Date]),4,1)
Var _monday =  _date -weekday(_date,2) +1 
var _final = if(_monday < _date, _monday+7, _monday)
var _date1 = Date(year([Date])-1,4,1)
Var _monday1 =  _date1 -weekday(_date1,2) +1 
var _final1 = if(_monday1 < _date1, _monday1+7, _monday1)
return 
if([Date] < _final, _final1, _final),

"FY End Date ",
var _date = Date(year([Date]),4,1)
Var _monday =  _date -weekday(_date,2) +1 
var _final = if(_monday < _date, _monday+7, _monday)
var _date1 = Date(year([Date])+1,4,1)
Var _monday1 =  _date1 -weekday(_date1,2) +1 
var _final1 = if(_monday1 < _date1, _monday1+7, _monday1)
return 
if([Date] >= _final, _final1, _final)-1
)

 

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