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rdiazd73
Helper I
Helper I

calendar auto

hello Team power bi

thanks in avance for your help

 

I have a especific fiscal calendar  start in april  finish in march, and funcionality is ok

my problem appears when I attach new tables and the dates are not standard o same as dates loaded.

loaded table = sep  ok
new table added = sept

table loaded = fiscal month 1 2020 ok
new table added = fiscal month 01 2020
 
my calendar no regonize this    sept    or  01 2020
 

FiscalCalendar II =
VAR BaseCalendar = CALENDARAUTO(3)
RETURN
GENERATE(
BaseCalendar;
VAR BaseDate = [Date]
VAR YearDate = YEAR ( BaseDate )
VAR MonthNumber = MONTH ( BaseDate )
VAR FiscalMontNumber = IF(MonthNumber >= 4; MonthNumber - 3; MonthNumber + 9)
VAR FiscalQuarter = IF(FiscalMontNumber < 4;
"Q1";
IF(FiscalMontNumber < 7;
"Q2";
IF(FiscalMontNumber < 10;
"Q3";
"Q4"
)
)
)
VAR FiscalYear = IF(MonthNumber < FiscalMontNumber; YearDate - 1; YearDate+1)
RETURN ROW (
"Month"; FORMAT( BaseDate; "mmmm");
"FiscalMonthNumber"; FiscalMontNumber;
"FiscalMonth"; FORMAT( BaseDate; "mmm");
"FiscalQuarter"; FiscalQuarter;
"FiscalYearQuarter"; FiscalYear & " " & FiscalQuarter;
"FiscalYear"; FiscalYear;
"FiscalYearMonth"; FiscalYear & " " & FiscalMontNumber;
"FY";CONCATENATE("FY";RIGHT(FiscalYear;2))
))

2 ACCEPTED SOLUTIONS
Greg_Deckler
Super User
Super User

Seems like you should fix these kinds of issues during data import in Power Query.

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View solution in original post

v-lili6-msft
Community Support
Community Support

hi  @rdiazd73 

You'd better transform the dummy data when you load new table in edit queries and set the column as a date column.

https://docs.microsoft.com/en-us/power-bi/desktop-shape-and-combine-data

 

Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

4 REPLIES 4
v-lili6-msft
Community Support
Community Support

hi  @rdiazd73 

You'd better transform the dummy data when you load new table in edit queries and set the column as a date column.

https://docs.microsoft.com/en-us/power-bi/desktop-shape-and-combine-data

 

Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
amitchandak
Super User
Super User

@rdiazd73 , I have generated a fiscal calendar from April to Sep. Please check that. If you play around with Year Start date and year-end date and month calculation you can get the same.

https://www.dropbox.com/s/wrcyk5j66corvjg/Apr2Mar-Cal.pbix?dl=0

thank you so much for your answer

 

for your idea of add +++colums in table calendar 

I´m try solution  including in power querry a +new column in origin table of data

 

fiscar year/period     fiscal year/period 2

03 2020                     3 2020

 

 

 

 

 
 
 
Greg_Deckler
Super User
Super User

Seems like you should fix these kinds of issues during data import in Power Query.

Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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