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JessicaM's avatar
JessicaM
Frequent Visitor
5 years ago
Solved

Customize fiscal year

Hi all!   I built the Fiscal Year starting on sept 1st and finishing on oct 30th. Here is the calculated field that I created and till a few days ago, it was working fine: Fiscal Year = IF(AND([Ye...
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  • BA_Pete's avatar
    BA_Pete
    5 years ago

    JessicaM ,

     

    Here's a long-term solution to dynamically generate this field, for fiscal year starting September 1st:

     

     

    _fisYear = 
IF(
    MONTH(Calendar[date]) <= 8,
    "FY" & RIGHT(YEAR(Calendar[date]) - 1, 2) & "-" & RIGHT(YEAR(Calendar[date]), 2),
    "FY" & RIGHT(YEAR(Calendar[date]), 2) & "-" & RIGHT(YEAR(Calendar[date]) + 1, 2)
)

     

     

    Pete 

JessicaM's avatar
JessicaM
Frequent Visitor
5 years ago

Thanks a lot for your answer but still not working. I have the same issue with dots and commas... check out this error. Within the code is not appearing but I have it in the error message 😞

 

BA_Pete's avatar
BA_Pete
Icon for Super User rankSuper User
5 years ago

JessicaM ,

 

Are you using Direct Query or Live Connection to connect to your source?