Create conditional column in calculated table

[Syndicate_Admin]

Hello good people!

Thanking you for your support in advancing my knowledge in Power BI, I comment:

I have generated a generic table "Date" as follows:

Date =

CALENDAR( DATE( 2021, 07 , 01 ) , DATE( 2022,12,31 ) )

As you can see, it is a simple formula that generates the dates from 01-07-2021 to 31-12-2022.

What I want is to add a column called "FY" where, from 01-07-2021 to 30-06-2022 it is FY21 and from 01-07-2022 to 31-12-2022 it is FY22.

Greetings and thanks and in advance!

[Syndicate_Admin]

Good

I'm working in a project company and I have a problem with a report I want to generate based on duplicate operation codes. The source from which I obtain the data is an excel exported from a report that generates records for each of the reasons that cause an offer to be rejected.

The problem is that I want to analyze the offers according to their reason for rejection but there are times when a offer is rejected for more than one reason. This causes two records with the same information to be generated for the same offer for all fields except for the reason for rejection:

Code	Ground for rejection	Matter
ABCD	Price	214.209
ABCD	Technical offer	214.209

Because of this, when I want to generate a table or graph analyzing the lost offers due to rejection and price, the sums of amounts are incorrect since it counts x2 or x3 amounts of rejected offers... To avoid this, I understand that I would need to create a column that collects only once the amount of several records with the same code, leaving the rest of the records with the same code blank. Something like the "Actual amount" column:

Code	Ground for rejection	Matter	Actual amount
ABCD	Price	214.209	214.209
ABCD	Technical offer	214.209

Does anyone know what function you could use to generate this column?

Thank you very much in advance!

[Ashish_Mathur]

Hi,

Share data in a format that can be pasted in an MS Excel file and show the expected result very clearly.

[Ashish_Mathur · Accepted solution]

Hi,

Write this calculated column formula in the Date Table

Financial Year = if(month(date[Date])>=7,"FY"&Year(date[Date]),"FY"&Year(date[Date])-1)

Hope this helps.

[speedramps]

It is possible to create a Calendar table with finacial year using DAX

but it is best pratice to use Power Query.

it will take you a few hours to learn but once built you can use it always and 

the Calendar table  is the most important Power Bi table !

Please do all these free courses.
Your answer is in the last course but please do the other courses first.

 Calendar Table training

Fiscal year calendar training 

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