How to create a Fiscal Year Calendar in Power BI

[MYDATASTORY]

Hi ,

Kindly advice/help.

I have a  Date column I would like to convert to the Finacial year.   I would like to use the slice to select different financial year and  Month. Thanks in advance.

FY 2020-21==> Start from Feb to Jan

FY 2021-22 ==> Start from Feb to Jan

FY 2022-23==> Start from Feb to Jan

FY 2023-24==> Start from Feb to Jan

Example:

Date:              Finacial Year 

01/2/2020      FY 2020-21

02/3/2020     FY 2021-22

[v-alq-msft · Accepted solution]

Hi, @MYDATASTORY 

Based on your description, I created data to reproduce your scenario. The pbix file is attached in the end.

Table:

Calendar(a calculated table):

Calendar = CALENDARAUTO(1)

There is a relationship between two tables. You may create a calculated column in 'Calendar' table as below.

FY = 
var _year = YEAR([Date])
var _month = MONTH([Date])
return
IF(
    _month=1,
    "FY "&(_year-1)&"-"&_year,
    "FY "&_year&"-"&(_year+1)
)

Result:

Best Regards

Allan

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

[CNENFRNL]

Hi, @MYDATASTORY , there's a built-in func in DAX that might does the trick for you,

CALENDARAUTO ( [<FiscalYearEndMonth>] )

you can create a calendar table with FiscalYearEndMonth = 1 in your case.