Forum Discussion
Financial Year Calendar
Hi All,
Could you please share some insight on the DAX queries on creating FY Calendar (FY, FY Month Year, FY Quarter, etc).
Also, in the 'FY' column, instead of showing just one year, how can we show two? e,g: FY 19/20, FY 20/21, FY 21/22..
Thank you
Cheers,
Kev
BigKev , How your FY start. Is it the same as the calendar year? Can you elaborate?
You can refer my blog on FY -https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441
Video -
CY -https://youtu.be/Qt0TM-4H09U
FY - https://youtu.be/w4U6Bi_fPek
5 Replies
BigKev
Follow these links to create a Fiscal Calendar based on your requirement:
https://radacad.com/create-a-date-dimension-in-power-bi-in-4-steps-step-2-fiscal-columns
https://www.andresoftwaredevelopment.com/community/blogs/powerbi/fiscal-calendar/________________________
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BigKev , How your FY start. Is it the same as the calendar year? Can you elaborate?
You can refer my blog on FY -https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441
Video -
CY -https://youtu.be/Qt0TM-4H09U
FY - https://youtu.be/w4U6Bi_fPek
Hi Amit,
My FY start on 01/09 - 31/08 every year.
Could you please provide guidance using the calendarauto(08) function?
Cheers,
Kev
Hi BigKev ,
As the document says:
An error is returned if the model does not contain any datetime values which are not in calculated columns or calculated tables.
This function is not supported for use in DirectQuery mode when used in calculated columns or row-level security (RLS) rules.
The above methods of customizing the calendar table all work.
Based on your needs, simply change the FY column to this:
FY = IF([MonthNo]<9,[Year]-1&"/"&[Year],[Year]&"/"&[Year]+1)Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
BigKev I created one of these recently, haven't had a chance to put it in the quick measures gallery yet but I attached the PBIX file below my sig. I'll test out a way to get FY 19/20 but looks like a string parsing, subtraction and concatenation so shouldn't be too taxing.
