Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Vote for your favorite vizzies from the Power BI Dataviz World Championship submissions. Vote now!

Reply
kfschaefer1
Frequent Visitor

Fiscal Year and Fiscal Qtr

I have done a lot of research and I am not successful in creating a Fiscal Quarter field in my DimDate table.  What am I missing?  The current Fiscal date range is 7/1 - 6/30 

 

FiscalMonthNumber = IF(('dimDate'[Month Number]-6)<=0,'dimDate'[Month Number]+6,'dimDate'[Month Number]-6)
FiscalYear = IF('dimDate'[Month Number]>6,'dimDate'[Year]+1,'dimDate'[Year])
FiscalQtr = ROUNDUP ([FiscalMonthNumber]/3,0)
1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

Try this calculated column formula in the DimDate Table

Fiscal Year = IF(MONTH('dimDate'[Date])>6,YEAR('dimDate'[Date])+1,YEAR('dimDate'[Date]))

Fiscal Quarter = IF(MONTH('dimDate'[Date])>9,2,IF(MONTH('dimDate'[Date])>6,1,IF(MONTH('dimDate'[Date])>3,4,3)))

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

2 REPLIES 2
Ashish_Mathur
Super User
Super User

Hi,

Try this calculated column formula in the DimDate Table

Fiscal Year = IF(MONTH('dimDate'[Date])>6,YEAR('dimDate'[Date])+1,YEAR('dimDate'[Date]))

Fiscal Quarter = IF(MONTH('dimDate'[Date])>9,2,IF(MONTH('dimDate'[Date])>6,1,IF(MONTH('dimDate'[Date])>3,4,3)))

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
amitchandak
Super User
Super User

I am not sure I got it completely. But please try.

Easy way to give qrt

Qtr Jul-jun = if(MONTH('Compare Date'[Compare Date]) in {7,8,9},1,if(MONTH('Compare Date'[Compare Date]) in {10,11,12},2,if(MONTH('Compare Date'[Compare Date]) in {1,2,3},3,4)))

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks.

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

Vote for your favorite vizzies from the Power BI World Championship submissions!

Sticker Challenge 2026 Carousel

Join our Community Sticker Challenge 2026

If you love stickers, then you will definitely want to check out our Community Sticker Challenge!

January Power BI Update Carousel

Power BI Monthly Update - January 2026

Check out the January 2026 Power BI update to learn about new features.

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.