Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Accounting year

Good afternoon,

 

I need to implement the accounting exercise in power bi, adding it to the calendar table, or wherever you indicate. The problem is that this accounting exercise has to be dynamic, what do I mean by this? It will be used by several clients but it must be possible to choose the accounting year according to the client that requires it. For example, a client takes the accounting year from February 2019 to January 2020, but another client may take from June 2019 to May 2020. My idea was to create 12 reliable exercises, but maybe there is an easier way to do the dynamic accounting exercise.

 

Thank you.

2 Replies

  • Anonymous , You can try like create a date client key like

    YYYYMMDDCCC

    On both date and fact table. But I doubt after that date table can not be marked as date table.

    For TI you might have to use a separate date table.

  • v-lionel-msft's avatar
    v-lionel-msft
    Community Support

    Hi Anonymous ,

     

    According to my understanding, each fiscal year has corresponding sales, so a dynamic fiscal year is meaningless.
    Maybe you should create such a star model.

     

    Best regards,
    Lionel Chen

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