How to Dynamic Filter in Query Editor with Fiscal year start

[Shelley]

Hi All,

I used this post to determine how to filter to all data BEFORE the start of the current month in the Query Editor. (In other words, I wanted month-end, prior month data and older, and NOT any data for the current month.

Add a new Custom column:

=Date.StartOfMonth(DateTime.LocalNow())

Change to Date format.

Then filter the Date column we want to filter (e.g. order create date) like this

= Table.SelectRows(#"Changed Type1", each [Date] < [Custom])

From <https://community.powerbi.com/t5/Desktop/How-to-Calculate-the-first-day-of-the-Month-in-Power-Query/...>

I've also done this, which dynamically goes back two years, but how would I do this to go back to the start date of the prior fiscal year?:

#"Filtered Rows1" = Table.SelectRows(dbo_ServiceOrder, each [Create_Date] >= (Date.AddYears(List.Max(dbo_ServiceOrder[Create_Date]),-2))),

Is there a way to filter the data back to everything with the start of the prior fiscal year or later? That is, our fiscal year begins October 1, so how do I load data every month that dynamically looks back to the start of the prior fiscal year and loads everything beginning there and newer?

[v-juanli-msft]

Hi @Shelley 

Assume your fiscal year is as below:

year              period

2017             2017/10/1 ~2018/9/30

2018             2018/10/1~2019/9/30

2019             2019/10/1~2020/9/30

"go back to the start date of the prior fiscal year"

If the prior fiscal year means:

1.

for today 2019/9/3, prior fiscal year is 2018, the period you expected is 2018/10/1~2019/8/31

#"Filtered Rows" = 
Table.SelectRows(Table.AddColumn(#"Changed Type", "Custom.2", each if 
[date] >=#date(if Date.Month(DateTime.LocalNow())<10 
then Date.Year(DateTime.LocalNow())-1 
else Date.Year(DateTime.LocalNow()),10,1) 
and 
[date]< DateTime.Date(Date.StartOfMonth(DateTime.LocalNow())) 
then 1 
else null), 
each ([Custom.2] = 1)),
    #"Removed Columns" = Table.RemoveColumns(#"Filtered Rows",{"Custom.2"})
in
    #"Removed Columns"

2. 

for today 2019/9/3, prior fiscal year is 2017

the period you expected is 2017/10/1~2019/8/31

Change code above with below

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("XdHLDcQgDATQXjhHCpiPcS1R+m8jLDC22esThJnJ84QU73RTTByukMJ7TSEIQTIkQwqkQCqkQhqkQRjCS9bjfUCfQAYrTXYQt9D/kQxYednurLjdYKUVg7ohR4iG1TN8DGNpMcxP5BjG5cUyk9IxzSQ6tpmU/TiiRcmA/DiiRfc2okX3NqJF2a40v41ozQER0iF6RiD60K45SJ/aNQcVJfLDi7UUi5zwc+xDI/T7AQ==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [date = _t, value = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"date", type date}, {"value", Int64.Type}}),
    #"Filtered Rows" = Table.SelectRows(Table.AddColumn(#"Changed Type", "Custom.2", each if [date] >=#date(if Date.Month(DateTime.LocalNow())<10 then Date.Year(DateTime.LocalNow())-2 else Date.Year(DateTime.LocalNow())-1,10,1) and [date]< DateTime.Date(Date.StartOfMonth(DateTime.LocalNow())) then 1 else null), each ([Custom.2] = 1)),
    #"Removed Columns" = Table.RemoveColumns(#"Filtered Rows",{"Custom.2"})
in
    #"Removed Columns"

Best Regards
Maggie

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

Check This

https://docs.microsoft.com/en-us/dax/totalytd-function-dax

[Shelley]

Thank you, but this doesn't address my ask. I'm looking for a way to filter records upon import into the query editor to dynamically filter for all records created since the start of the prior fiscal year. I want to filter out unneccesary records in order to minimize the data model.

This link is for calculating YTD values.