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GRedhead
Helper I
Helper I

Help with Years on Custom Calendar for Fiscal Year

I have a table of fees which i created a custom calendar (I add (3) to auto-calendar) for so it starts in April -> March and for the year i added + 1 but this is where my issue is - I want April 2021 - March 2022 to show as havign the Financial Year 2022, but after adding 1 to the year when it gets to January it then obviously changes to 2023) how can i label the year to go from April - March and have the same year against the months despite it running over a new year?

The purpose of this is I wanted to show the year in a line graph as below, but when the year gets to December / January it creates a new line see below the lines 2022 and 2023 which are actually the same custom year whcih should just be 2022 i want to show it on one line, not two.

Any assistance is most appreciated 

GRedhead_0-1650874637740.png GRedhead_2-1650874715925.png

 

 

 

1 ACCEPTED SOLUTION

@GRedhead ,

FY = if(month([Date]) <=4, YEAR([Date]), YEAR([Date])+1 )

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3 REPLIES 3
amitchandak
Super User
Super User

@GRedhead , You need to FY based on that

 

FY = if(month([Date]) <=4, YEAR([Date]) -1, YEAR([Date]) )

 

FY Month Sort = if(month([Date]) <=4, (YEAR([Date]) -1)*100 + month([Date]) +9, (YEAR([Date]) )*100 + month([Date]) -3)

 

DAX Calendar - Standard Calendar, Non-Standard Calendar, 4-4-4 Calendar
https://www.youtube.com/watch?v=IsfCMzjKTQ0&t=145s

 

Creating Financial Calendar - From Any Month
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calend...

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This worked great in that it has indeed connected the lines, can i ask one more question, please?
How can i make it move all the years ahead one, so that 2021 shows as 2022

GRedhead_0-1650880313302.png

 

If i change the FY formula to +1 instead on minus it messes the chart up again? (like below)

GRedhead_1-1650880697368.png

 




 

@GRedhead ,

FY = if(month([Date]) <=4, YEAR([Date]), YEAR([Date])+1 )

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

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