Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Enhance your career with this limited time 50% discount on Fabric and Power BI exams. Ends September 15. Request your voucher.

Reply
J_Hamlet
New Member

Need to Assign Fiscal Years to Multiple Different Dates in a Report - Already Have Calendar Table

Hello,

 

I am trying to align some data in a report to fiscal years. There are many different dates in the table - things for staff members like start dates, end dates, promotion dates, contract end dates, created dates, etc. etc. I've created a Calendar Table that correctly identifies fiscal years, but the problem I'm running into is how do I leverage that calendar table to apply the fiscal year to all of the different dates? I can form a relationship with one set of dates, for instance start dates, but it won't let me do that for the other dates in the report. This is problematic because I'm trying to see employee starts and exits by fiscal year, including contract starts, contract ends, promotions, etc. by fiscal year too. 

 

How can I get all of my different report dates to align with my defined fiscal year in my calendar table? Or do I need to create a new calendar table for every single one of these dates in the report?

2 REPLIES 2
J_Hamlet
New Member

I think I know what you mean but I'm not sure exactly what expression I need here because I am literally just trying to have it assign a fiscal year to a date, no more. So would it be something like =Calculate (FiscalYear(PersonnelData[SeparationDate]), UseRelationship(PersonnelData[StartDate], CalendarTable[FiscalYear])

Anonymous
Not applicable

You can make inactive relationships to the other date fields, like Start Date. Your DAX expressions will just need to include the USERELATIONSHIP function in a calculate expression.

 

--Nate

Helpful resources

Announcements
August Power BI Update Carousel

Power BI Monthly Update - August 2025

Check out the August 2025 Power BI update to learn about new features.

August 2025 community update carousel

Fabric Community Update - August 2025

Find out what's new and trending in the Fabric community.

Top Solution Authors
Top Kudoed Authors