Forum Discussion
Dynamically how to filter current fiscal year through M code in Power query| Power BI
- Anonymous4 years ago
Hi Anonymous ,
According to your description:
For example if we are in July 2022 then then it should show us all the dates from June 2022 to May 2023 as per our fiscal years which starts from june of every year.
- if current month <=6 then should keep dates from previous/6/1-- current/5/31
- if current month >6 then should keep dates from current/6/1 -- next/5/31
If so , as Anonymous mentioned, please create new blank queries to get the "Start Date" and "End Date". Below is my method.
let Source = DateTime.Date(DateTime.LocalNow()), currentmonth= Date.Month(Source), startYear= if currentmonth<=6 then Date.Year(Source)-1 else Date.Year(Source), startDate=Date.From(Text.From(startYear) & " 6 01") in startDatelet Source = DateTime.Date(DateTime.LocalNow()), currentmonth= Date.Month(Source), endYear=if currentmonth<=6 then Date.Year(Source) else Date.Year(Source)+1, endDate=Date.FromText( Text.From(endYear) &" 5 31") in endDateThen use Table.SelectRows() to filter dates:
#"Filtered Rows"= Table.SelectRows(#"Changed Type", each [Date] >= #"Start Date" and [Date] <= #"End Date" ) in #"Filtered Rows"Best Regards,
Eyelyn Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Please try a custom column with the expression below, which will generate a FY column based on June to May. Once you have that, you can filter to FY2022 (or keep past FYs too).
= "FY" & Number.ToText(if Date.Month([Date])<= 5 then Date.Year([Date]) else Date.Year([Date]) + 1)
Pat