Filter date from today to fiscal year end

[Jhadur]

Hi,

I am new to Power BI. I am looking to create a filter that will report the number of business cases remaining for the current fiscal year. The count needs to be from "today" to the fixed year end date. How can I accomplish this as the relative date options don't offer what I need. I currently have a total count of all business cases for this fiscal year. Sample data below

INITIATIVE NAME	BCDC MONTH
BC1	3/1/2024
BC2	4/1/2024
BC3	4/1/2024
BC4	4/1/2024
BC5	4/1/2024
BC6	5/1/2024
BC7	6/1/2024
BC8	6/1/2024
BC9	6/1/2024
BC10	7/1/2024
BC11	7/1/2024
BC12	7/1/2024
BC13	7/1/2024
BC14	10/1/2024
BC15	10/1/2024
BC16	10/1/2024
BC17	10/1/2024
BC18	11/1/2024

[Anonymous · Accepted solution]

Hi @Jhadur ,

You can try below formula to create calculated column:

IsInCurrentFiscalYear = 
VAR TodayDate = TODAY()
VAR FiscalYearEndDate = DATE(YEAR(TodayDate), 12, 31)
RETURN
IF(
    [BCDC MONTH] >= TodayDate && [BCDC MONTH] <= FiscalYearEndDate,
    1,
    0
)

Then use IsInCurrentFiscalYear Field in Filter to choose result is 1:

Best Regards,
Adamk Kong

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

[Jhadur]

Thank you. I am getting this error with the above.

These are my fields but when I try to add BC Gate Status before [BCDC MONTH] I only get this option. What am I doing wrong?

[Ahmedx]

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

[Jhadur]

sample data provided.