Custom my own fiscal year

[clarainesgg]

Hi folks, 

I need to custome my own Fiscal year:

For examplea: my fiscal year:

  FY23: start from April-23 to Mar-24

  FY24: start from April-24 to Mar-25

Thank you for your help!

[Greg_Deckler · Accepted solution]

@clarainesgg You can use Melissa de Korte's Power Query date table: Extended Date Table (Power Query M function) - Power Query / M Code Showcase - Enterprise DNA Forum

I also created a DAX custom fiscal calendar date table here: DAX Custom 445 Calendar - Microsoft Fabric Community

[Ashish_Mathur · Accepted solution]

Hi,

In the Calendar Table, enter this calculated column formula

FY = if(month(calendar[date])>=4,"FY"&year(calendar[date]),"FY"&year(calendar[date])-1)

Hope this helps.

[Anonymous · Accepted solution]

Hi all,thanks for the quick reply, I'll add more.

Hi @clarainesgg , 

Try this.

Fiscal Year = 
IF (
    'Calendar'[Date] >= DATE ( 2023, 4, 1 )
        && 'Calendar'[Date] <= EOMONTH ( DATE ( 2024, 3, 1 ), 0 ),
    "FY23",
    IF (
        'Calendar'[Date] >= DATE ( 2024, 4, 1 )
            && 'Calendar'[Date] <= EOMONTH ( DATE ( 2025, 3, 1 ), 0 ),
        "FY24",
        "FY25"
    )
)

Best Regards,
Wenbin Zhou

[Ashish_Mathur · Accepted solution]

Hi,

In the Calendar Table, enter this calculated column formula

FY = if(month(calendar[date])>=4,"FY"&year(calendar[date]),"FY"&year(calendar[date])-1)

Hope this helps.

[Greg_Deckler · Accepted solution]

@clarainesgg You can use Melissa de Korte's Power Query date table: Extended Date Table (Power Query M function) - Power Query / M Code Showcase - Enterprise DNA Forum

I also created a DAX custom fiscal calendar date table here: DAX Custom 445 Calendar - Microsoft Fabric Community