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Anonymous's avatar
Anonymous
Not applicable
2 years ago
Solved

Add a column for current and last Fiscal Year

Hi all,   in several reports I need to easily identify Current and Last Fiscal Year (FY) to avoid using the filter pane. In our company FY starts on Dec 1st and ends on Now 30th. I have already a c...
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  • dadb25's avatar
    dadb25
    2 years ago

    Hi,

     

    You can use this calculated column : 

     

    Check FY =
    VAR CurrentFY =
    CALCULATE (
    MAX ( 'DateTable'[Fiscal Year] ),
    'DateTable'[Date] = TODAY (),
    ALL ( DateTable )
    )
    VAR DifFY = 'DateTable'[Fiscal Year] - CurrentFY
    RETURN
    SWITCH ( TRUE (), DifFY = 0, "Current FY", DifFY = -1, "Last FY", "" )

     

    And you can use a slicer with the values of this column.

    Regards

     

    Mark my post as a solution if it helped you😀

     

     

dadb25's avatar
dadb25
Icon for Helper I rankHelper I
2 years ago

Hi,

 

You can use this calculated column : 

 

Check FY =
VAR CurrentFY =
CALCULATE (
MAX ( 'DateTable'[Fiscal Year] ),
'DateTable'[Date] = TODAY (),
ALL ( DateTable )
)
VAR DifFY = 'DateTable'[Fiscal Year] - CurrentFY
RETURN
SWITCH ( TRUE (), DifFY = 0, "Current FY", DifFY = -1, "Last FY", "" )

 

And you can use a slicer with the values of this column.

Regards

 

Mark my post as a solution if it helped you😀

 

 

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Very elegant - it works perfectly.

     

    Thank you!

    C.