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anna93
Regular Visitor

Convert date to financial date

Hi all,

 

Does anyone knows how I can convert a date into a Financial Month and Financial Year? Starting the Financial year on July. 
An example would be:


Date            |    Financial Month    |     Financial Year

26/05/2020 |              12                |    2020

26/08/2020 |              2                 |         2021

 

In excel I would use the following formulas, but I would like to get the same results by using power query:

 =YEAR(DATE(YEAR(A4),MONTH(A4)+(7-1),1))  - To get the fiscal year
 =CHOOSE(MONTH(A4),7,8,9,10,11,12,1,2,3,4,5,6) - To get the fiscal month
(A4) cell includes the date. 

 

What is the best way to obtain the same results? 

Thank you all. 

1 ACCEPTED SOLUTION
mahoneypat
Microsoft Employee
Microsoft Employee

Would this video/approach work for you?

https://www.youtube.com/watch?v=tEhhxEismzg

 

If this works for you, please mark it as solution.  Kudos are appreciated too.  Please let me know if not.

Regards,

Pat





Did I answer your question? Mark my post as a solution! Kudos are also appreciated!

To learn more about Power BI, follow me on Twitter or subscribe on YouTube.


@mahoneypa HoosierBI on YouTube


View solution in original post

1 REPLY 1
mahoneypat
Microsoft Employee
Microsoft Employee

Would this video/approach work for you?

https://www.youtube.com/watch?v=tEhhxEismzg

 

If this works for you, please mark it as solution.  Kudos are appreciated too.  Please let me know if not.

Regards,

Pat





Did I answer your question? Mark my post as a solution! Kudos are also appreciated!

To learn more about Power BI, follow me on Twitter or subscribe on YouTube.


@mahoneypa HoosierBI on YouTube


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