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amaleranda
Post Patron
Post Patron

Tag for current Financial Year (Australia) in a date table

Hi DAX Gurus,

 

I have a calander tabel and I need a column that it says current financial year "Yes" or "No"

 

Australian finance year is from 1st July to 30th June.

For instance all the dates from 1/07/2019 to 30/06/2020 I need my column to be saying "Yes", as it is current finaincal year and  the rest should say as "No".

 

When new financial year starts I need this tag to be dynamically changed. Hope this expains what I want to achieve.

 

any help is really appriciated.

 

Thanks

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@amaleranda add a column with the following expression, you can tweak it as per your need:

 

FIscal year Flag = 
VAR __d =TODAY()
VAR __y = YEAR ( __d )
VAR __startDate = IF ( __d < DATE ( __y, 7, 1 ), DATE ( __y - 1, 7, 1 ), DATE ( __y, 7, 1 ) )
VAR __endDate = IF ( __d > DATE ( __y, 6, 30 ), DATE ( __y + 1, 6, 30 ), DATE ( __Y, 6, 30 ) )
RETURN 
IF ( CC[Date] >= __startDate && CC[Date] <= __endDate, "Yes", "No" )

 

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View solution in original post

4 REPLIES 4
parry2k
Super User
Super User

@lukejohnson Thanks for the feedback, glad it worked out. Cheers!!



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.

lukejohnson
Frequent Visitor

Just chiming in a few months later to say thank you! Worked like a charm.

parry2k
Super User
Super User

@amaleranda add a column with the following expression, you can tweak it as per your need:

 

FIscal year Flag = 
VAR __d =TODAY()
VAR __y = YEAR ( __d )
VAR __startDate = IF ( __d < DATE ( __y, 7, 1 ), DATE ( __y - 1, 7, 1 ), DATE ( __y, 7, 1 ) )
VAR __endDate = IF ( __d > DATE ( __y, 6, 30 ), DATE ( __y + 1, 6, 30 ), DATE ( __Y, 6, 30 ) )
RETURN 
IF ( CC[Date] >= __startDate && CC[Date] <= __endDate, "Yes", "No" )

 

I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!



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.

Thanks Champion 🙂

 

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