- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

adding a fiscal month/year column
Good morning
newbie here!
I have a data file, that contains daily records of transactions, I want to insert a column and lookup the date from lets say Column A, and return our filscal year. Then run that function down the 4000 or so rows.
eg:
Column A = 01/08/2019
Comumn B = Data
Comumn C = Data
Column D New Column - return a value of 2020-21
I want to do this in Power BI with a DAX function I guess
Thanks
Jill
Solved! Go to Solution.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

Let me try that one out, I also found a DAX function - its quite long, but I will see which one works.
Thanks
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

Hi @bye4now ,
What is the relationship between financial date and natural date?
Is there a fixed number of days difference between the two?
Like this?
Best regards,
Lionel Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

I recommend that you calculate the fiscal year, fiscal month and so on, do it in the date table and not in the movement table.
the column calculation to show 2020-21 will be performed by Query and not by DAX.
on the internet you can find many examples of date tables, such as the following
http://blog.blauservices.com/?p=1986
https://www.dataxbi.com/blog/2019/08/20/crear-un-calendario-en-power-query/
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

do you have a fiscal year table? if you have, you can try to use LOOKUPVALUE.
https://docs.microsoft.com/en-us/dax/lookupvalue-function-dax
Did I answer your question? Mark my post as a solution!
Proud to be a Super User!
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

Let me try that one out, I also found a DAX function - its quite long, but I will see which one works.
Thanks
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

what's the logic of calculating the column D? 21 means the week number? when does your fiscal year starts? you'd better provide more detailed info to get a proper solution.
Did I answer your question? Mark my post as a solution!
Proud to be a Super User!

Helpful resources
Subject | Author | Posted | |
---|---|---|---|
07-31-2024 02:45 AM | |||
05-09-2023 05:32 AM | |||
08-01-2024 08:00 PM | |||
08-02-2024 07:03 AM | |||
09-27-2024 04:21 AM |
User | Count |
---|---|
141 | |
112 | |
83 | |
63 | |
47 |