Forum Discussion

Helper I

6 years ago

Solved

Fiscal Month column

Very basic but how do I create a Fiscal Month column so I can display our reports for this year?
Do I need a Date table? I don't need specifics of dates, just the month.
I've researched this but so many solutions
Thank you

Need Help

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V-lianl-msft
6 years ago
Hi MMJen ,

Please refer to this thread for details:
https://community.powerbi.com/t5/Desktop/DAX-Formulas-for-Fiscal-Year-Fiscal-Quarter-and-Month-Short-Name/td-p/18268/page/3

Best Regards,
Liang
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Anonymous
Not applicable
6 years ago
Using a date table unlocks certain date only features around dates filter and so on. I recommend using it but its not required.

For fiscal year, I have used the following formula for Oct-Sept

FiscalYear = "FY"&(Year(dim_Calendar[FiscalYearDate])+if(month(dim_Calendar[FiscalYearDate])>=10,1,0))
amitchandak
Super User
6 years ago
MMJen , It is better to have a date calendar. refer one from Apr-mar

https://www.dropbox.com/s/wrcyk5j66corvjg/Apr2Mar-Cal.pbix?dl=0
V-lianl-msft
Community Support
6 years ago
Hi MMJen ,

Please refer to this thread for details:
https://community.powerbi.com/t5/Desktop/DAX-Formulas-for-Fiscal-Year-Fiscal-Quarter-and-Month-Short-Name/td-p/18268/page/3

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

Forum Discussion

Fiscal Month column

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