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Shelley
Post Prodigy
Post Prodigy

M Query: How to filter data to start of fiscal year, five years ago?

Hi All,

 

I use the below all the time to limit data coming into Power BI via the Query editor. For example, this limits the data to five years back from today, based on the create_dttm field.

    #"Filtered Rows" = Table.SelectRows(srvc_tckt_View, each Date.From([create_dttm]) >= (Date.AddYears(Date.From(DateTime.LocalNow()),-5))),

 

The problem is, this always provides a partial fiscal year at the beginning of the dataset. I want my users to have five FULL years of data, plus the current fiscal year to date. So, how do I do the above, but go back to October 1 of that fiscal year?

Examples:
If Today =            Result I want

Feb 2, 2020          Oct 1, 2014

Oct 31, 2019        Oct 1, 2014

May 30, 2021       Oct 1, 2015

Oct 25, 2020        Oct 1, 2015

 

Is this even possible? Or is it a nightmare?

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@Shelley  try this

 

  #"Filtered Rows" = Table.SelectRows(srvc_tckt_View, each Date.From([create_dttm]) >= (Date.StartOfYear(Date.AddYears(Date.From(DateTime.LocalNow()),-5)))),

 

Check my latest blog post Compare Budgeted Scenarios vs. Actuals I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

View solution in original post

1 REPLY 1
parry2k
Super User
Super User

@Shelley  try this

 

  #"Filtered Rows" = Table.SelectRows(srvc_tckt_View, each Date.From([create_dttm]) >= (Date.StartOfYear(Date.AddYears(Date.From(DateTime.LocalNow()),-5)))),

 

Check my latest blog post Compare Budgeted Scenarios vs. Actuals I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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