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Jaslyn
Regular Visitor

Create a custom column and assign financial year

Hi, 

Anyone can show me the formula to create a custom column showing the FY based on the expense date?

if date range is between 01 Apr 22 to 31 Mar 23, return FY22

if date range is between 01 Apr 23 to 31 Mar 24, return FY23

if date range is between 01 Apr 24 to 31 Mar 25, return FY24

 

Do note 01 Apr and 31 Mar is inclusive.

 

Jaslyn_1-1712285810412.png

 

2 ACCEPTED SOLUTIONS
AlienSx
Super User
Super User

hello, 

    fy_end = {#date(2023, 03, 31), #date(2024, 03, 31), #date(2025, 03, 31)},
    fy = {"FY22", "FY23", "FY24"},
    fy_column = Table.AddColumn(
        your_table, 
        "FY", 
        (x) => fy{List.PositionOf(fy_end, x[Expense_Date], Occurrence.First, (x, y) => y <= x)}
    )

View solution in original post

Hi @Jaslyn 

Thanks for the solution @AlienSx  and @wdx223_Daniel  provided, the solution @wdx223_Daniel  provided, its previous step means your last step name, e.g #"Changed Type".

And i offer some more information for you to refer to.

You can create a custom column and input the following code.

 

let a=#date(Date.Year([Expense_date]),4,1),
b=#date(Date.Year([Expense_date])+1,3,31)
in if [Expense_date]>=a and [Expense_date]<=b then "FY"&Text.End(Number.ToText(Date.Year([Expense_date])),2) else "FY"&Text.End(Number.ToText(Date.Year([Expense_date])-1),2)

 

Output

vxinruzhumsft_0-1712631020611.png

The following is the whole M code 

 

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("fcs7CoBAEAPQu0ztkJ3M4qf0HMs2wmoriPdXhMFG7F5CUoow6XxuSkrtipjr0XalP4mua1siWcaEMAbEBcYw0QcdZq/Hr9qQ/0nc28QstV4=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Expense_date = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Expense_date", type text}}),
    #"Changed Type with Locale" = Table.TransformColumnTypes(#"Changed Type", {{"Expense_date", type date}}, "en-GB"),
    #"Added Custom" = Table.AddColumn(#"Changed Type with Locale", "Custom", each let a=#date(Date.Year([Expense_date]),4,1),
b=#date(Date.Year([Expense_date])+1,3,31)
in if [Expense_date]>=a and [Expense_date]<=b then "FY"&Text.End(Number.ToText(Date.Year([Expense_date])),2) else "FY"&Text.End(Number.ToText(Date.Year([Expense_date])-1),2))
in
    #"Added Custom"

 

Best Regards!

Yolo Zhu

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
AlienSx
Super User
Super User

hello, 

    fy_end = {#date(2023, 03, 31), #date(2024, 03, 31), #date(2025, 03, 31)},
    fy = {"FY22", "FY23", "FY24"},
    fy_column = Table.AddColumn(
        your_table, 
        "FY", 
        (x) => fy{List.PositionOf(fy_end, x[Expense_Date], Occurrence.First, (x, y) => y <= x)}
    )
wdx223_Daniel
Super User
Super User

=Table.AddColumn(PreviousStepName,"Financial Year",each Date.Year(Date.AddMonths([Expense_Date],-3)))

Hi, 

I encountered this error.

 

Jaslyn_0-1712288072129.png

 

Hi @Jaslyn 

Thanks for the solution @AlienSx  and @wdx223_Daniel  provided, the solution @wdx223_Daniel  provided, its previous step means your last step name, e.g #"Changed Type".

And i offer some more information for you to refer to.

You can create a custom column and input the following code.

 

let a=#date(Date.Year([Expense_date]),4,1),
b=#date(Date.Year([Expense_date])+1,3,31)
in if [Expense_date]>=a and [Expense_date]<=b then "FY"&Text.End(Number.ToText(Date.Year([Expense_date])),2) else "FY"&Text.End(Number.ToText(Date.Year([Expense_date])-1),2)

 

Output

vxinruzhumsft_0-1712631020611.png

The following is the whole M code 

 

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("fcs7CoBAEAPQu0ztkJ3M4qf0HMs2wmoriPdXhMFG7F5CUoow6XxuSkrtipjr0XalP4mua1siWcaEMAbEBcYw0QcdZq/Hr9qQ/0nc28QstV4=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Expense_date = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Expense_date", type text}}),
    #"Changed Type with Locale" = Table.TransformColumnTypes(#"Changed Type", {{"Expense_date", type date}}, "en-GB"),
    #"Added Custom" = Table.AddColumn(#"Changed Type with Locale", "Custom", each let a=#date(Date.Year([Expense_date]),4,1),
b=#date(Date.Year([Expense_date])+1,3,31)
in if [Expense_date]>=a and [Expense_date]<=b then "FY"&Text.End(Number.ToText(Date.Year([Expense_date])),2) else "FY"&Text.End(Number.ToText(Date.Year([Expense_date])-1),2))
in
    #"Added Custom"

 

Best Regards!

Yolo Zhu

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

 

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