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MKPartner's avatar
MKPartner
Helper II
7 months ago
Solved

Tweaking Financial Calendar

Good morning All,    Our company has change financial calendar. This means that January is starting since 5th of January (calendar week 02) and month closed is in 30th of January (calendar week 05)...
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  • v-aatheeque's avatar
    v-aatheeque
    6 months ago

    Hi MKPartner 

    I have attached a sample PBIX that uses a financial calendar along with the DAX logic.

    Hope this helps !!
    Thank You.



     

ryan_mayu's avatar
ryan_mayu
Super User
6 months ago

MKPartner 

since you only provide  a part of your data. I am not sure how to do this for the other years.

just based on the sample data you provided.

you can try to create columns

 

Column =
var _date=minx(FILTER('Table','Table'[Date]>=EARLIER('Table'[Date])&&'Table'[Day of the year]=7),'Table'[Date])
return if('Table'[Day of the year]<=7,year(_date)-1,year('Table'[Date]))
 
Column 2 = if('Table'[Day of the year]<=7 ,"December " & 'Table'[Column],FORMAT('Table'[Date],"mmmm")&" " & year('Table'[Date]))
 
 
pls see the attachment below
MKPartner's avatar
MKPartner
Helper II
6 months ago

Thank you for your help. We are pretty OK. This means that 2026 year is OK as I expected, but previous year which where OK, no are NOK. Some weeks are overlapping for two months. 

Screen for Feb 2026: 

 

Screen for Feb 2025 -> week 9 in 2025 was in March 2025

 
 

Screen for March 2025 -> week 14 in 2025 was in April 2025



Actual calendar and expected in excel.

 

Actual and Expected calendars 

  • ryan_mayu's avatar
    ryan_mayu
    Super User
    6 months ago

    MKPartner 

    you highlighted two columns. I can find out the difference, however, can't understand the logic.

    i created one column for you, pls see the attachment below.

     

    • MKPartner's avatar
      MKPartner
      Helper II
      6 months ago

      Thank you but everything was change before December 2025 in WC_Month column. 

       

      My logic is to keep everything the same since January 2018 until December 2025. 
      December 2025 in WC_column needs to cover WK01 in January 2026 so this still needs to be December 2025. I'd like to start with January 2026 in WC_Month column since WK02 2026 starting from Sunday 04/01/2026.


      • ryan_mayu's avatar
        ryan_mayu
        Super User
        6 months ago

        MKPartner 

        still not clear why 1/25-1/31 display 2026 Feb?

        could you pls clarify this logic?