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RichOB
Post Partisan
Post Partisan

DAX to show the financial year showing "2024-2025"

Hi, in my date table, how can I have the Financial year column saying 2024-2025 instead of just 2024?

 

Date Quarter Financial Year
01/04/2024Q12024-2025
01/05/2024Q12024-2025
01/06/2024Q12024-2025
01/07/2024Q22024-2025
01/08/2024Q22024-2025
01/09/2024Q22024-2025
01/10/2024Q32024-2025
01/10/2024Q32024-2025
01/12/2024Q32024-2025
01/01/2025Q42024-2025
01/02/2025Q42024-2025
01/03/2025Q42024-2025


Thanks

1 ACCEPTED SOLUTION
v-sgandrathi
Community Support
Community Support

Hi @RichOB,

Thank you for using Microsoft Fabric Commjunity Forum.

Create a calculated column in the Date table to determine the quarter for each date. Next, add another calculated column using a DAX formula to compute the Financial Year. After creating these columns, test the Financial Year column by adding it to a table visualization in Power BI. Finally, ensure that the Financial Year correctly displays the fiscal year range (e.g., "2024-2025") based on each date to verify its accuracy.

I have created a Power BI file (.pbix) that implements the solution for displaying the Financial Year in the desired "YYYY-YYYY" format.

If this post was helpful, please consider marking Accept as solution and give us Kudos to assist other members in finding it more easily. If you continue to face issues, feel free to reach out to us for further assistance!

Thank you.

 

View solution in original post

3 REPLIES 3
v-sgandrathi
Community Support
Community Support

Hi @RichOB,

Thank you for using Microsoft Fabric Commjunity Forum.

Create a calculated column in the Date table to determine the quarter for each date. Next, add another calculated column using a DAX formula to compute the Financial Year. After creating these columns, test the Financial Year column by adding it to a table visualization in Power BI. Finally, ensure that the Financial Year correctly displays the fiscal year range (e.g., "2024-2025") based on each date to verify its accuracy.

I have created a Power BI file (.pbix) that implements the solution for displaying the Financial Year in the desired "YYYY-YYYY" format.

If this post was helpful, please consider marking Accept as solution and give us Kudos to assist other members in finding it more easily. If you continue to face issues, feel free to reach out to us for further assistance!

Thank you.

 

Ritaf1983
Super User
Super User

Hi @RichOB 
Please refer to the linked guide :
https://www.youtube.com/watch?v=ef-KmCB-qXY&t=14s

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile
andrewsommer
Super User
Super User

Add a calculated column that adjusts the year to the format you want

 

Please mark this post as solution if it helps you. Appreciate Kudos.

 

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