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Hangman2112's avatar
Hangman2112
New Member
2 years ago

FY Calendar Reverting to CY

I am trying to associate a FY calendar with imported data brought in on an Excel sheet.
I am using the following formulas to create my FY Calendar Table (FY starts in Oct):

 

Column 1.)

Calendar = CALENDAR(DATE(2018,10,1),DATE(2030,09,30))

 

Column 2.)

Month = Format('Calendar'[Date], "mmm")

 

Column 3.)

Month Sort Order =
MONTH(EDATE ('Calendar' [Date], -9))

Fiscal Qtr =
"Q" & CEILING(
MONTH(EDATE('Calendar'[Date], -9)),
3
) /3

 

Column 4.)

FY =
VAR CY ="'" & RIGHT(YEAR('Calendar'[Date]),2)
VAR LY ="'" & RIGHT(YEAR('Calendar'[Date]) -1,2)
VAR NY ="'" & RIGHT(YEAR('Calendar'[Date]) +1,2)
VAR FiscalYear =
IF(
Month('Calendar'[Date]) >=4,
CY & "-" & NY,
LY & "-" & CY
)
RETURN
FiscalYear


I then ensure that both date formats are the same and mark my FY Calendar table as a Calendar.

 

As I bring my Excel data date into a new table, I get the columns I have asked for (Year, Qtr, Month, Day) however it is reverting back to Calendar Year and not the FY Calendar I created.

Then when I create a Relationship between the two dates, I loose the FY format.

 

Any assistance would be creatly appreciated

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Hangman2112 

     

    If I understand correctly, the FY column(Column 4) is not in your customized format after you merged the data from the two tables.


    To help you better, is it convenient for you to provide the PBIX file? Or screenshots showing the problem you are experiencing. Please remove any sensitive data in advance. If uploading pbix files please do not log into your account.

     

    Best Regards,
    Yulia Xu