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Anonymous's avatar
Anonymous
Not applicable
3 years ago
Solved

Fiscal Period Calculations

Hi All,   I want to create a calculated column where I can get Current Fiscal year = True else False and Current fiscal quarter = True else False.   We follow Month end approach so quarter are li...
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  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi Anonymous ,

    I updated my sample pbix file(see the attachment), please check if that is what you want.

    Current Fiscal Year (Yes/No) = 
VAR _year =
    YEAR ( TODAY () )
VAR _month =
    MONTH ( TODAY () )
VAR _fyear = 'Table'[FISCAL_YEAR]
RETURN 
    IF (
        ( _month = 1
            && _year = _fyear)
            || (
                _month > 1
                    && _year + 1 = _fyear
            ),
        TRUE (),
        FALSE ()
    )
    Current Fiscal Quarter (Yes/No) = 
VAR _month =
    MONTH ( TODAY () )
VAR _fyear = 'Table'[FISCAL_YEAR]
VAR _fquarter = 'Table'[FISCAL_QUARTER]
RETURN 
    IF (
        ( _month = 1
            && 'Table'[FISCAL_QUARTER] = 4 )
            || (
                _month > 1
                    && QUARTER ( EOMONTH ( TODAY (), -1 ) ) = 'Table'[FISCAL_QUARTER]
            ),
        TRUE (),
        FALSE ()
    )

    Best Regards

Anonymous's avatar
Anonymous
Not applicable
3 years ago

Hi,

 

Thanks for the response.

 

I actually want 2 different columns for Current Fiscal year and Fiscal Quarter.

 

Column 1 : Current Fiscal Year (Yes/No)

Column 2 : Current Quarter (Yes/No)

Anonymous's avatar
Anonymous
Not applicable
3 years ago
I used the below calculation and it seems to work but can we have 2 different columns using this?
 
Current Fiscal year and quarter =
VAR _year =
    YEAR ( TODAY () )
VAR _month =
    MONTH ( TODAY () )
VAR _fyear = F_MARKETING_RESPONSE[FISCAL_YEAR]
VAR _fquarter = F_MARKETING_RESPONSE[FISCAL_QUARTER]
RETURN
    IF (
        ( _month = 1
            && _year = _fyear
            && F_MARKETING_RESPONSE[FISCAL_QUARTER] = 4 )
            || (
                _month > 1
                    && _year + 1 = _fyear
                    && QUARTER ( EOMONTH ( TODAY (), -1 ) ) = F_MARKETING_RESPONSE[FISCAL_QUARTER]
            ),
        TRUE (),
        FALSE ()
    )
  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi Anonymous ,

    I updated my sample pbix file(see the attachment), please check if that is what you want.

    Current Fiscal Year (Yes/No) = 
VAR _year =
    YEAR ( TODAY () )
VAR _month =
    MONTH ( TODAY () )
VAR _fyear = 'Table'[FISCAL_YEAR]
RETURN 
    IF (
        ( _month = 1
            && _year = _fyear)
            || (
                _month > 1
                    && _year + 1 = _fyear
            ),
        TRUE (),
        FALSE ()
    )
    Current Fiscal Quarter (Yes/No) = 
VAR _month =
    MONTH ( TODAY () )
VAR _fyear = 'Table'[FISCAL_YEAR]
VAR _fquarter = 'Table'[FISCAL_QUARTER]
RETURN 
    IF (
        ( _month = 1
            && 'Table'[FISCAL_QUARTER] = 4 )
            || (
                _month > 1
                    && QUARTER ( EOMONTH ( TODAY (), -1 ) ) = 'Table'[FISCAL_QUARTER]
            ),
        TRUE (),
        FALSE ()
    )

    Best Regards

    • Anonymous's avatar
      Anonymous
      Not applicable
      3 years ago

      Calculations are working perfectly for current fiscal year and quarter.

      Just wanted to know if i'll have to change anything in the calculation for next fiscal quarter as both fiscal quarter and fiscal year will change? from 1st Feb it'll be Fiscal year = 2024 and Quarter = 1 for me

      • Anonymous's avatar
        Anonymous
        Not applicable
        3 years ago

        Hi Anonymous ,

        The formula used the function TODAY(), it will return the current date which you check the report. For example, if you check the report on Feb 1, 2023, the function TODAY() will return the date Feb 1, 2023. And yes, the fiscal year will be 2024 and quarter will be 1... It is not required to change anything for the formula....

        Best Regards