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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 

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

JessicaM ,

 

I've just read up on this and it seems it may be a regional settings issue.

Another user has a similar issue here: PBI forum 

Check what settings you are using and make sure it's set to a region that uses commas for code delimiters rather than full stops or semi-colons.

Be mindful that some of the regional settings will only take effect when new PBIX files are created, and cannot be changed on existing files.

 

Maybe also try this code instead to see what happens:

fisYear =
IF(
    MONTH(cal[date]) <= 8;
    "FY" & RIGHT(YEAR(cal[date]) - 1; 2) & "-" & RIGHT(YEAR(cal[date]); 2);
    "FY" & RIGHT(YEAR(cal[date]); 2) & "-" & RIGHT(YEAR(cal[date]) + 1; 2)
)

 

Pete

JessicaM's avatar
JessicaM
Frequent Visitor
5 years ago

Thanks Pete, 

 

It was the regional settings. I just reset them and now it is working fine. 

 

Thank you!!