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AjmainTanvir_01
Regular Visitor

Fiscal Year Problem

Hello,

 

I have a data table of companies having different fiscal year start and end dates.

 

1. Type 1: Fiscal Year Start Date- For FY2022, FY start date is April 2022, FY end date is March 2023

2. Type 2: Fiscal Year Start Date for FY2022, FY start date is January 2022, FY end date is December 2022.

 

The data table has data for sales, and it is total sales according to each month.

 

I am trying to create a dashboard where I can calculate Fiscal year sales for example for FY2022. But, my date table is standardized and as a result if I calculate for year 2022, for companies which have Fiscal year from Apr 2022 to Mar 2023, it takes values from Jan-Dec 2022 which is the standard date. 

 

I need to take into account for both types of fiscal years and create my dashboard which will show if I want for FiscaL Year 2022, it will give me results by taking into account for both types of comapanies Fiscal year types. 

 

Please help me how I can do this. I am not an expert but trying to learn and need your valuable advice!

 

Thank you!

1 ACCEPTED SOLUTION
5 REPLIES 5
Ahmedx
Super User
Super User

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

Ahmedx
Super User
Super User

Based on your description, I created data to reproduce your scenario. The pbix file is attached in the end.

Screenshot_2.pngScreenshot_3.png

Hello Thanks for your reply, really appreciate it,
I wanted to ask how I can connect this with my subsidiaries using different fiscal years? 

Could you please explain what you did here?
Sorry, I am a rookie

to know how to do this watch my video

https://1drv.ms/v/s!AiUZ0Ws7G26RjEUXYiylegdFSDIy?e=yI94p3

Fiscal = CALCULATE( SELECTEDMEASURE(),    VAR FirstFiscalMonth = 4
    VAR LastDay = MAX('Calendar'[Date])
    VAR LastMonth = MONTH(LastDay)
    VAR LastYear = YEAR(LastDay) - IF(LastMonth < FirstFiscalMonth, 1)
    RETURN  DATESBETWEEN (
        'Calendar'[Date],
        DATE(LastYear, FirstFiscalMonth, 1),
        LastDay
    )
)

 

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