Create a forecast in line chart with fiscal quarter and fiscal year

[rvivek]

Hello, I need help in creating a power bi line chart forecasting with the fiscal quarter and fiscal year. My Q1 is from Oct-Dec and so on. I have dates in a column and Fiscal Quarter & Fiscal Year in other columns. I am not sure how to implement the fiscal quarter into the line chart forecasting.

[v-kathullac]

Hi @rvivek ,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

[v-kathullac]

Thanks @pankajnamekar25 , @ryan_mayu  for Addressing the issue.

Hi @rvivek ,
we would like to follow up to see if the solution provided by the super user resolved your issue. Please let us know if you need any further assistance.

If our super user response resolved your issue, please mark it as "Accept as solution" and click "Yes" if you found it helpful.

Regards,

Chaithanya

[v-kathullac]

Thanks @pankajnamekar25 , @ryan_mayu  for Addressing the issue.

Hi @rvivek ,
we would like to follow up to see if the solution provided by the super user resolved your issue. Please let us know if you need any further assistance.

If our super user response resolved your issue, please mark it as "Accept as solution" and click "Yes" if you found it helpful.

Regards,

Chaithanya

[pankajnamekar25 · Accepted solution]

Hello @rvivek 

Here is your DAX code to create a fiscial calendar table

DateTable =

ADDCOLUMNS(

    CALENDAR(DATE(2019,10,1), DATE(2026,9,30)),

    "Year", YEAR([Date]),

    "Month", FORMAT([Date], "MMMM"),

    "Month Number", MONTH([Date]),

    "Fiscal Year",

        "FY" &

        FORMAT(

            IF(MONTH([Date]) >= 10, YEAR([Date]) + 1, YEAR([Date])

        ), "00"),

    "Fiscal Quarter",

        "Q" &

        SWITCH(

            TRUE(),

            MONTH([Date]) IN {10, 11, 12}, 1,

            MONTH([Date]) IN {1, 2, 3}, 2,

            MONTH([Date]) IN {4, 5, 6}, 3,

            MONTH([Date]) IN {7, 8, 9}, 4

        ),

    "Year-Quarter",

        "FY" &

        FORMAT(

            IF(MONTH([Date]) >= 10, YEAR([Date]) + 1, YEAR([Date])

        ), "00") &

        " Q" &

        SWITCH(

            TRUE(),

            MONTH([Date]) IN {10, 11, 12}, 1,

            MONTH([Date]) IN {1, 2, 3}, 2,

            MONTH([Date]) IN {4, 5, 6}, 3,

            MONTH([Date]) IN {7, 8, 9}, 4

        )

)

Thanks,
 Pankaj Namekar | LinkedIn

If this solution helps, please accept it and give a kudos (Like), it would be greatly appreciated.

[ryan_mayu]

@rvivek 

try below to create fiscal quarter and year in the date table.

fiscalyear = if (month('date'[Date])>=10, year('date'[Date])+1,year('date'[Date]))

fiscalmonth = if(QUARTER('date'[Date])=4,1,QUARTER('date'[Date])+1)