How to compare date when adding custom column

[wi11iamr]

I'm trying to create a Custom Column for the Financial Year of a company.

The below extract is just trying to test how I can compare two dates within my query editor.

= Table.AddColumn(#"Changed Type6", "FinancialYear", each if [DateCaseCreated] >= 2015/07/01 then "FY2016" else "FY2015")

I have tried multiple formats for my date ", ', [, (

I've also tried using functions like DateValue(2016/05/30) - nothing is working

In my naive opinion, all I need to do is understand what format/syntax I need to write my 2016/06/30 date in.

this is beyond frustrating - I'm obvioulsy missing something key... 

[waltheed]

Hi,

The best solution, is to create a date dimension table with Fiscal calendar columns, like Fiscal year, Fiscal Month etc.

Import that, add it to you model and link the date fields.

This is also future-proof, as opposed to your formula, which you will have to change next year. 

Another option is to change your formula that you just fixed, to work with any year.

[wi11iamr]

Thanks Edgar - I did see soem articles regarding the creation of a date table - admittedly though I need to do some more reading up on this concept, thus my hope for a "quick" solution for now. WIll defo spend more time on understanding the Date Table concept though.

[wi11iamr · Accepted solution]

Ha - I don;t know why I didn't think of this sooner!! 🙂

Instead of creating a Custom Column, I tried using the "Conditional Column".

After entering the necessary values it managed to create my FinancialYear column, and I could then see the actual code in the query editor, as follows:

= Table.AddColumn(#"Changed Type6", "FinancialYear", each if [DateCaseCreated] <= #datetime(2016, 6, 30, 0, 0, 0) then "FY2016" else "FY2015" )

Woohoo!!! 🙂

[satparkashm]

Was able to do with Custom Column as well using the code as

[DateCaseCreated] = #date(1900, 1, 1) then "FY2016" else "FY2015"