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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 like below:

 

Q1 - Feb- Apr

Q2 - May- Jul

Q3 - Aug - Oct

Q4 - Nov-Jan

 

I have the below columns in my dataset.

 

Kindly help in computing the calculated columns for my report.

 

 

Need Help
  • 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

9 Replies

  • Jayee's avatar
    Jayee
    Responsive Resident
    3 years ago

    Hi Anonymous ,

     

    Please try below dax as Calculated Columns

     

    Current Fiscal Year = if(Full_Date=Year(Today()),"True","False")

    Current Fiscal Quarter = if(Full_Date=Quarter(Today()),"True","False")

    If this post helps, then please consider Accept it as the solution, Appreciate your Kudos!! 

    • Anonymous's avatar
      Anonymous
      Not applicable
      3 years ago

      Hi Jayee,

       

      These calculations wont work as we follow month end approach for Quarter as stated above.

       

      If I take current quarter based on Date it shows Quarter = 1 but as per the fiscal Quarter we are in Quarter 4 till 31st Jan'2023.

       

      My Quarter Scenarios: 

       

      Q1 - Feb- Apr

      Q2 - May- Jul

      Q3 - Aug - Oct

      Q4 - Nov-Jan

      • Anonymous's avatar
        Anonymous
        Not applicable
        3 years ago

        Hi Anonymous ,

        You can create a calculated column as below to get it, please find the details in the attachment.

        Current Fiscal year and quarter = 
VAR _year =
    YEAR ( TODAY () )
VAR _month =
    MONTH ( TODAY () )
VAR _fyear = 'Table'[FISCAL_YEAR]
VAR _fquarter = 'Table'[FISCAL_QUARTER]
RETURN 
    IF (
        ( _month = 1
            && _year = _fyear
            && 'Table'[FISCAL_QUARTER] = 4 )
            || (
                _month > 1
                    && _year + 1 = _fyear
                    && QUARTER ( EOMONTH ( TODAY (), -1 ) ) = 'Table'[FISCAL_QUARTER]
            ),
        TRUE (),
        FALSE ()
    )

        If the above one can't help you get the expected result, please provide some raw data in your table (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

        How to upload PBI in Community

        Best Regards