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Anonymous
Not applicable

DAX HELP

I want to calculate current Fiscal Year End Date (April - March)

Suppose for Today, Fiscal year end date should be 31-03-2021
1 ACCEPTED SOLUTION

@Anonymous 

 

Hi, try with this calculated column:

CurrentEndFiscalYear =
IF (
    MONTH ( 'Table'[Date] ) <= 3;
    DATE ( YEAR ( 'Table'[Date] ); 03; 31 );
    DATE ( YEAR ( 'Table'[Date] ) + 1; 03; 31 )
)

 

Regards

 

Victor

 




Lima - Peru

View solution in original post

6 REPLIES 6
Greg_Deckler
Community Champion
Community Champion

That's really not a lot to go on. See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...



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DAX is easy, CALCULATE makes DAX hard...
Anonymous
Not applicable

Not a pro in dax. Can you please help on this. I tried formulas , but getting wrong data.

I am not clear on what you want. Are you saying that you want to have a "total ytd" measure that runs from April 1st, 2019 to March 31st, 2020 for example? If so, perhaps something like:

 

Measure =
  VAR __Date = MAX([Date])
  VAR __Year = YEAR(__Date)
  VAR __FiscalEndMonth = 3
  VAR __FiscalEndDay = 31
  VAR __FiscalBeginMonth = 4
  VAR __FiscalBeginDay = 1
  VAR __FiscalBegin = DATE(__Year - 1,__FiscalBeginMonth,__FiscalBeginDay)
  VAR __FiscalEnd = DATE(__Year, __FiscalEndMonth,__FiscalEndDay)
RETURN
  SUMX(FILTER('Table',[Date] >= __FiscalBegin && [Date] <= __FiscalEnd),[Column])


Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...
Anonymous
Not applicable

No sir.

Suppose my report date is today, Then I want to add one more column which contains current fiscal year end date (31-03-2021)
 
REPORTDATECURRFISCALYEAREND
09-01-201531-03-2015
09-05-201531-03-2016
 

@Anonymous 

 

Hi, try with this calculated column:

CurrentEndFiscalYear =
IF (
    MONTH ( 'Table'[Date] ) <= 3;
    DATE ( YEAR ( 'Table'[Date] ); 03; 31 );
    DATE ( YEAR ( 'Table'[Date] ) + 1; 03; 31 )
)

 

Regards

 

Victor

 




Lima - Peru
Anonymous
Not applicable

Thanks bro, it worked.

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