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Thag's avatar
Thag
Regular Visitor
1 year ago
Solved

Conditional Column with values for fiscal year date ranges

Trying to add a column using power query to label fiscal years as FY1, FY2, etc. but when the start date and end dates are in the middle of the month. Example: 9/25/2023-9/24/2024 is FY1
  • tharunkumarRTK's avatar
    1 year ago

    Thag 

    Table.AddColumn(TableName, "FiscalYearLabel", each 
             if [StartDate] >= #date(2023,9, 25  ) && [EndDate] <= #date(2024,9,24 ) then
                "FY1" else ""
        )

     

    Incase if your financial year calculation invlolves any logic then please share it here to help you better.

    For example if your financial year depends on current year then 

    let
        Source = Excel.CurrentWorkbook(){[Name="YourTableName"]}[Content],
        
    
        FiscalStartFY1 = #date(2023, 9, 25),
        
    
        AddFY = Table.AddColumn(Source, "FiscalYearLabel", each 
            let
                CurrentDate = [YourDateColumn],
                FiscalYearNumber = Number.IntegerDivide(Duration.Days(CurrentDate - FiscalStartFY1), 365) + 1
            in
                "FY" & Text.From(FiscalYearNumber)
        )
    in
        AddFY
    

     

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