Forum Discussion

UK_User123456's avatar
UK_User123456
Resolver I
6 years ago
Solved

Automatic Financial year recognition

Hi All,   Is there a DAX formula or a way around to automatically update all the datasets based on the current finanacial year and the previous 2 fy's? so for example when 20/21 comes around, my gr...
Need Help
  • v-frfei-msft's avatar
    v-frfei-msft
    6 years ago

    Hi UK_User123456 ,

     

    We can create a calculated column and filter by it to work around.

    inlast 2 years = 
VAR thisyear =
    YEAR ( TODAY () )
RETURN
    IF (
        YEAR ( 'Table'[date] ) <= thisyear
            && YEAR ( 'Table'[date] ) >= thisyear - 1,
        "in last 2 years",
        BLANK ()
    )

    Pbix as attached.

     

     

v-frfei-msft's avatar
v-frfei-msft
Community Support
6 years ago

Hi UK_User123456 ,

 

We can create a calculated column and filter by it to work around.

inlast 2 years = 
VAR thisyear =
    YEAR ( TODAY () )
RETURN
    IF (
        YEAR ( 'Table'[date] ) <= thisyear
            && YEAR ( 'Table'[date] ) >= thisyear - 1,
        "in last 2 years",
        BLANK ()
    )

Pbix as attached.