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GideonTA
New Member

Custom Fiscal Year, Month and Quater from Measure or Date Table

I would like to create a Custom Fiscal Year, Month and Quater for company Fiscal Year that ran from 1 March to 28/29 Feb. 
Thanks.

1 ACCEPTED SOLUTION
v-yalanwu-msft
Community Support
Community Support

Hi, @GideonTA ;

If you want to show the year\quater\month of Fiscal year . you could create measures as follows:

FY year = "FY"&YEAR(EOMONTH(MAX([Date]),-2))
FY-Quater = "FY-Q"&QUARTER(EOMONTH(MAX([Date]),-2))
FY-Quater = "FY-Q"&QUARTER(EOMONTH(MAX([Date]),-2))

The final output is shown below:

vyalanwumsft_0-1626932256055.pngvyalanwumsft_1-1626932272404.png

https://www.youtube.com/watch?v=1-agbCF7HwY

If you have other needs for the financial year, you can create a scenario to illustrate the specific needs.

Best Regards,
Community Support Team_ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-yalanwu-msft
Community Support
Community Support

Hi, @GideonTA ;

If you want to show the year\quater\month of Fiscal year . you could create measures as follows:

FY year = "FY"&YEAR(EOMONTH(MAX([Date]),-2))
FY-Quater = "FY-Q"&QUARTER(EOMONTH(MAX([Date]),-2))
FY-Quater = "FY-Q"&QUARTER(EOMONTH(MAX([Date]),-2))

The final output is shown below:

vyalanwumsft_0-1626932256055.pngvyalanwumsft_1-1626932272404.png

https://www.youtube.com/watch?v=1-agbCF7HwY

If you have other needs for the financial year, you can create a scenario to illustrate the specific needs.

Best Regards,
Community Support Team_ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Greg_Deckler
Super User
Super User

@GideonTA Depends on the specific format of your custom fiscal year, but here is a flexible DAX formula for a 445 custom fiscal calendar that I created:

DAX Custom 445 Calendar - Microsoft Power BI Community



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