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mgaut341's avatar
mgaut341
Icon for Helper II rankHelper II
2 years ago
Solved

Fiscal Year vs. Calendar Year

I am struggling with getting my visuals to follow the fiscal year (Oct-Sep) and not the calendar year. Here is what my visual looks like, and I want it to go Oct, Nov, Dec, Jan, Feb. Any ideas on how...
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi mgaut341 ,

     

    Thanks audreygerred  for the quick reply and solution. Here are some of my additions:

    1.We can create a table.

     

    MyTable = DATATABLE (
        "Month", STRING,
        "Number", INTEGER,
        {
            {"January", 4},
            {"February", 5},
            {"March", 6},
            {"April", 7},
            {"May", 8},
            {"June", 9},
            {"July", 10},
            {"August", 11},
            {"September", 12},
            {"October", 1},
            {"November", 2},
            {"December", 3}
        }
    )

     

    Create model relationships.

    Select the Month column of the [MyTable] table and sort by [Number].

    Place the [Month] field of the [MyTable] table instead of the [Month] field of the datetable on the visual object.

    For more details, please refer:

    Sorting Data by Fiscal Year in Power BI - PowerObjects | Dynamics 365 | HCLTech

    How to Define Fiscal Year in Power BI - Power Tech Tips

     

    Best Regards,

    Neeko Tang

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

  • Ashish_Mathur's avatar
    2 years ago

    Hi,

    You will need a Claendar Table with calculated column formulas for Year, Month name and Month number.  Have another 2 column tabe with Month name and Order (12 rows and 2 columns).  In the order column assign numbers fom 1 to 12 - 1 being for October.  Create a Many to One relationship from the Month name column of the Calendar Table to the Month name column of the new 2 column table.  Via the RELATED() function, bring over the Month number column into the Calendar Table.  In the Calendar Table, sort the Month name column by the Order column.  To your visual, drag Month name from the Calendar Table.

    Hope this helps.