Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Preparing for a certification exam? Ask exam experts all your questions on May 15th. Register now.

Reply
paulfink
Post Patron
Post Patron

Filter for Fiscal Year

hi guys

 

I need an IF statement that will filter the months that are in the current fiscal year.

 

our fiscal year changes mid year e.g june 1 -> may 31

 

how can i make an IF statemant that only filters dates during the current fiscal year.

 

2 REPLIES 2
amitchandak
Super User
Super User

@paulfink , You can create a new column like

 

Year Type =
var _year = if(month(today())<=5, year(today()) -1, year(today())
var _start = date(_year,6,1)
var _end =date(year+1,5,31)
Switch( True(),
[Date] >= _start && [Date] <=_end , "This FY",
"Other"
)

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

i dont need a fiscal year column - that has already been set up. how do i filter it so it shows the current fiscal year inside an IF statement so it always shows the current fiscal year.

Helpful resources

Announcements
PBIApril_Carousel

Power BI Monthly Update - April 2025

Check out the April 2025 Power BI update to learn about new features.

Notebook Gallery Carousel1

NEW! Community Notebooks Gallery

Explore and share Fabric Notebooks to boost Power BI insights in the new community notebooks gallery.

April2025 Carousel

Fabric Community Update - April 2025

Find out what's new and trending in the Fabric community.