Forum Discussion
Power Query | Fiscal Year and Quarter
Is it possible to generate or change the Fiscal Year in Power Query also how does one calculate for the Quarter?
Here's what I want:
12/1/2017 - 2/28/2018, 1st Quarter of FY2018
3/1/2018 - 5/31/2018, 2nd Quarter of FY2018
...and so on
Hi ovetteabejuela,
Here are some links for your reference which introduces creating custom fiscal calendar table:
Custom Fiscal Year, Fiscal Quarter and Fiscal Month
Create a Date Dimension in Power BI in 4 Steps – Step 2: Fiscal Columns
Best regards,
Yuliana Gu
Here's my solution:
1. Duplicate Date Column
2. Split Column by Delimiter (however your date is formated, I split by each occurrence of /)
3. Delete the column with the days, since the months are the only thing that I'm concerned about
4. Exit Query Editor
5. Right click on the table that you are interested in, choose 'New Column')
6. Essentially you create a measure that says if the month is between x and y then produce the year, if not, produce year-1. Here's mine for fiscal year July x+1 through June x:
Fiscal Year = IF('Transactions FY11 to FY18'[Date Month]<7,'Transactions FY11 to FY18'[Date Year], 'Transactions FY11 to FY18'[Date Year]-1)
Hope this helps!
7 Replies
Here's my solution:
1. Duplicate Date Column
2. Split Column by Delimiter (however your date is formated, I split by each occurrence of /)
3. Delete the column with the days, since the months are the only thing that I'm concerned about
4. Exit Query Editor
5. Right click on the table that you are interested in, choose 'New Column')
6. Essentially you create a measure that says if the month is between x and y then produce the year, if not, produce year-1. Here's mine for fiscal year July x+1 through June x:
Fiscal Year = IF('Transactions FY11 to FY18'[Date Month]<7,'Transactions FY11 to FY18'[Date Year], 'Transactions FY11 to FY18'[Date Year]-1)
Hope this helps!
Hi ovetteabejuela,
Here are some links for your reference which introduces creating custom fiscal calendar table:
Custom Fiscal Year, Fiscal Quarter and Fiscal Month
Create a Date Dimension in Power BI in 4 Steps – Step 2: Fiscal Columns
Best regards,
Yuliana Gu
v-yulgu-msft The link you posted gives an "access denied" error? Could you please open it up so we can all benefit from this knowledge? Thank you!
Here's my solution:
1. Duplicate Date Column
2. Split Column by Delimiter (however your date is formated, I split by each occurrence of /)
3. Delete the column with the days, since the months are the only thing that I'm concerned about
4. Exit Query Editor
5. Right click on the table that you are interested in, choose 'New Column')
6. Essentially you create a measure that says if the month is between x and y then produce the year, if not, produce year-1. Here's mine for fiscal year July x+1 through June x:
Fiscal Year = IF('Transactions FY11 to FY18'[Date Month]<7,'Transactions FY11 to FY18'[Date Year], 'Transactions FY11 to FY18'[Date Year]-1)
Hope this helps!
Here's a solution for Fiscal Year and Fiscal Quarter function
