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TeamCanada26__'s avatar
TeamCanada26__
Frequent Visitor
4 years ago
Solved

If Statement with a Calculation

I am trying to create a Fiscal calendar that is particular to our company.    I have the transaction year and the transation month, what I am looking to do is to create a new calculated column that...
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  • Anonymous's avatar
    Anonymous
    4 years ago

    Please follow below steps 

     

    1. In power query create a new column 

    Transaction Date +1 = Date.AddYears([Transaction date],1)

    2. In visual write below dax

    New Transaction date = if(MONTH('Table'[Transaction date])>8,'Table'[Transaction Date +1],'Table'[Transaction date])

     

    Please confirm if it works..!!

     

     

TeamCanada26__'s avatar
TeamCanada26__
Frequent Visitor
4 years ago

Thank you - I would need the new year in a column on its own. 

I do get the idea behind this - so thank  you for that. 🙂

Step 2 woudl be to create a new column based i guess. 

 

Anonymous's avatar
Anonymous
Not applicable
4 years ago

Hi,

Another way using DAX without creating a new column in Power query

 

Create a column with below dax

New Transaction date = if(MONTH('Table'[Transaction date])>8,IFERROR(DATE(YEAR('Table'[Transaction date])+1, MONTH('Table'[Transaction date]), DAY('Table'[Transaction date])), BLANK()),'Table'[Transaction date])
 
Hope this helps 🙂