Fiscal Date Table Doesn't respect quarters

[Anonymous]

Hello, I created a parameter query for a fiscal date table. My fiscal year starts in May but the date table doesn't respect it, it puts my quarters into a calendar year. This is the query I use to create the table. let fnDateTable = (StartDate as date, EndDate as date, FYStartMonth as number) as table => let EndDate = Date.AddYears(Date.EndOfYear(Date.From(DateTime.FixedLocalNow())),1), DayCount = Duration.Days(Duration.From(EndDate - StartDate)), DayCountAdd = DayCount + 1, Source = List.Dates(StartDate,DayCountAdd,#duration(1,0,0,0)), TableFromList = Table.FromList(Source, Splitter.SplitByNothing()), ChangedType = Table.TransformColumnTypes(TableFromList,{{"Column1", type date}}), RenamedColumns = Table.RenameColumns(ChangedType,{{"Column1", "Date"}}), InsertYear = Table.AddColumn(RenamedColumns, "Year", each Date.Year([Date]),type text), InsertYearNumber = Table.AddColumn(RenamedColumns, "YearNumber", each Date.Year([Date])), InsertQuarter = Table.AddColumn(InsertYear, "QuarterOfYear", each Date.QuarterOfYear([Date])), InsertMonth = Table.AddColumn(InsertQuarter, "MonthOfYear", each Date.Month([Date]), type text), InsertDay = Table.AddColumn(InsertMonth, "DayOfMonth", each Date.Day([Date])), InsertDayInt = Table.AddColumn(InsertDay, "DateInt", each [Year] * 10000 + [MonthOfYear] * 100 + [DayOfMonth]), InsertMonthName = Table.AddColumn(InsertDayInt, "MonthName", each Date.ToText([Date], "MMMM"), type text), InsertCalendarMonth = Table.AddColumn(InsertMonthName, "MonthInCalendar", each (try(Text.Range([MonthName],0,3)) otherwise [MonthName]) & " " & Number.ToText([Year])), InsertCalendarQtr = Table.AddColumn(InsertCalendarMonth, "QuarterInCalendar", each "Q" & Number.ToText([QuarterOfYear]) & " " & Number.ToText([Year])), InsertDayWeek = Table.AddColumn(InsertCalendarQtr, "DayInWeek", each Date.DayOfWeek([Date])), InsertDayName = Table.AddColumn(InsertDayWeek, "DayOfWeekName", each Date.ToText([Date], "dddd"), type text), InsertWeekEnding = Table.AddColumn(InsertDayName, "WeekEnding", each Date.EndOfWeek([Date]), type date), InsertWeekNumber= Table.AddColumn(InsertWeekEnding, "Week Number", each Date.WeekOfYear([Date])), InsertMonthnYear = Table.AddColumn(InsertWeekNumber,"MonthnYear", each [Year] * 10000 + [MonthOfYear] * 100), InsertQuarternYear = Table.AddColumn(InsertMonthnYear,"QuarternYear", each [Year] * 10000 + [QuarterOfYear] * 100), ChangedType1 = Table.TransformColumnTypes(InsertQuarternYear,{{"QuarternYear", Int64.Type},{"Week Number", Int64.Type},{"Year", type text},{"MonthnYear", Int64.Type}, {"DateInt", Int64.Type}, {"DayOfMonth", Int64.Type}, {"MonthOfYear", Int64.Type}, {"QuarterOfYear", Int64.Type}, {"MonthInCalendar", type text}, {"QuarterInCalendar", type text}, {"DayInWeek", Int64.Type}}), InsertShortYear = Table.AddColumn(ChangedType1, "ShortYear", each Text.End(Text.From([Year]), 2), type text), AddFY = Table.AddColumn(InsertShortYear, "FY", each "FY"&(if [MonthOfYear]>=FYStartMonth then Text.From(Number.From([ShortYear])+1) else [ShortYear])) in AddFY in fnDateTable

[amitchandak · Accepted solution]

The code above is unformatted, not able to get that. But this how we calculated a qtr based on FY

Quarter = 
  SWITCH(
    TRUE(),
    'Date'[date] >= DATE(year('Date'[date])-1,9,27) && 'Date'[date] <= DATE(year('Date'[date])-1,12,31),"Q4",
    'Date'[date] >= DATE(year('Date'[date]),1,1) && 'Date'[date] <= DATE(year('Date'[date]),3,4),"Q1",
    'Date'[date] >= DATE(year('Date'[date]),3,4) && 'Date'[date] <= DATE(year('Date'[date]),9,30),"Q2",
    "Q3"
)

Need to change based on your requirements.

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Thanks.

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[Anonymous]

Thank you!  Works perfectly.