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FlankyPank2___
Frequent Visitor

Help with Fiscal Year

Hi all you clever people!

 

I'm stuck.  I created a calendar year table so as I can plot daily occupancy on a line graph.  This all works like a treat but I'd really love it to be in fiscal year.  Is there any way I can amend the data below to generate fiscal year and the relevent quarters?  I've done lots of reading but I just can't bend my brain around this one.

 

Code I used:

 

1 Date23-24 = ADDCOLUMNS(CALENDAR(Date(2023,04,01), DATE(2024,03,31)),"Month no", MONTH([Date])

2 , "Year", YEAR([Date])

3 , "Month Year", format([Date], "mmm-yyyy")

4 , "Month year sort", YEAR([Date])*100+MONTH([Date])

5 , "Qtr Year", format({Date}, "yyyy-\QQ2)

6 , "Qtr", QUARTER([Date])

7 , "Month", FORMAT([Date],"mmmm")

8 , "Month sort", month([Date]))

 

This gives me columns that look like this:

DateMonth noYearMonth YearMonth Year sortQtr YearQtrMonthMonth Sort
01/07/202372023Jul-20232023072023-Q33July7
02/07/202372023Jul-20232023072023-Q33July

7

 

Is there anyway I can convert this to fiscal?

 

Thanks so much for your time.

 

1 ACCEPTED SOLUTION
Idrissshatila
Super User
Super User

Hello @FlankyPank2___ ,

 

refer to the following https://youtu.be/Lt_nNLQz0IE?si=F0ESOg7NlLI6bPWM

 



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View solution in original post

5 REPLIES 5
lbendlin
Super User
Super User

Use an external reference table (for example and Excel file on a SharePoint) for your fiscal calendar, especially if you plan to add fiscal weeks.

Thank you for your help - I opted for the you tube posted below

Idrissshatila
Super User
Super User

Hello @FlankyPank2___ ,

 

refer to the following https://youtu.be/Lt_nNLQz0IE?si=F0ESOg7NlLI6bPWM

 



Did I answer your question? Mark my post as a solution! Appreciate your Kudos
Follow me on LinkedIn linkedIn
Vote for my Community Mobile App Idea

Proud to be a Super User!




Thank you! This you tube tutorial was just what I needed and couldn't seem to find myself.  Thank you

FlankyPank2___
Frequent Visitor

A few typo's in that message "yyyy-\QQ"  not  "yyyy-\QQ2

Year Qtr column should read 2023-Q3  not  2023-Q33

Sorry for any confusion

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