Working with Multiple Calendars in Dynamics 365 for Operations

[wickenss]

Hi Everyone,

I have a question around connecting to systems that hold multiple calendars.

My issue is that I want a report that presents sales totals by month for a fiscal year.

However my Dynamics database contains 2 companies, 1 US and 1 UK, the UK one runs off of a Jan - Dec calendar where as the US one runs April to March.

Is it possible to have a single report that can present different year axis when switching between company ID's?

Or is it best practice to develop seperate report for each fiscal calendar in use?

Thanks

[Anonymous · Accepted solution]

Hi @wickenss,

For your requirement, you can add a calendar table, then add calculate column to calculate the financial year of specify company.

Sample:

DateTable= CALENDAR(DATE(2015,1,1),TODAY())

 Add calculate columns:

US Financial Year = [Date].[Year]&" FY"

UK Financial Year = YEAR(DATE([Date].[Year],[Date].[MonthNo]-3,[Date].[Day]))&" FY"

Create a hierarchy column with above financial years and drag it to the axis field.

After above steps, you can switch the display financial years by drill down button.

Regards,

Xiaoxin Sheng

[wickenss]

Thanks Xiaoxin Sheng,

This makes sense, I'll give it a go!

Steve