financial year

4 Topics

Order months in financial year in table
Hi all, Im sure this is easy to fix but I am at a loss. See screenshot below, my table is is showing January at the front of the table, rather than after Demeber. I have tried a number of ways to creat a month and year column but nothing seems to be working. FYI our financial year is July-June. The transactions on this report have a date against them, in this format 01/01/2024. Any help would be greatly recieved. Thanks Rosie
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rosiebilton23
2 years ago Place Report Server
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Creating Financial Calendar - Decoding Date and Calendar 1-5 - Power BI Turning 5 Celebration Series
A Financial Calendar can start from any month of the year, and one needs to generate a Calendar based on that. Let us explore how to create a calendar that can start from any of the 12 months.
amitchandak
3 years ago Place Power BI Community Blog
30KViews
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3Comments
Variable financial year
Hi, My company uses accounting periods that end on the last Friday of the month. This means that the start of the financial year is variable. Eg. This financial year (2022) began on the 26/6/2021 and financial year (2023) will begin on the 25/6/2021. When writing YTD calculations, I have to input a string to define the end of the financial year eg TOTALYTD([Actuals],DimDateandPeriod[Date],ALL(DimDateandPeriod[Date]),"6/30") but this then puts the calcuation off by a few days. I have tried to make a dynamic column to insert instead of "6/30" but the YTD function will not accept it. I have a column in my date table which holds the first day of the financial year and tried doing a calculate between dates of that date and today but that doesn't work either. Does anyone have any other ideas of how to get around this problem? Is there a long hand way of writing YTD where I can have dynamic dates?
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Mo-PHAT
4 years ago Place DAX Commands and Tips
1.9KViews
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Achieving financial fiscal year format of YYYY-YY in DAX
Hi Everyone, After much research I cannot seem to find a way to format my date for the UK fiscal year in my custom calendar table i.e YYYY-YY (2021-22). I have code that I use for my calendar table which is below. I have tried editing the code but im a newbie and the format comes out wrong. The best I could get it was YY-YY but this doesnt match my other data. Any one know how I could achieve this? Calendar = --Inputs-- VAR WeekStartsOn = "Mon" VAR FiscalStartMonth = 4 --NOTE: Calendar week starts from Monday --Calculation-- RETURN ADDCOLUMNS ( CALENDARAUTO ( FiscalStartMonth - 1 ), "MIndex", MONTH ( [Date] ), "FiscalMIndex", MONTH ( EDATE ( [Date], - FiscalStartMonth + 1 ) ), "CalMonth", FORMAT ( [Date], "mmm" ), "CalQtr", "Q" & CEILING ( MONTH ( [Date] ), FiscalStartMonth - 1 ) / ( FiscalStartMonth - 1 ), "CalYear", YEAR ( [Date] ), "Fiscal Week", VAR FiscalFirstDay = IF ( MONTH ( [Date] ) < FiscalStartMonth, DATE ( YEAR ( [Date] ) - 1, FiscalStartMonth, 1 ), DATE ( YEAR ( [Date] ), FiscalStartMonth, 1 ) ) VAR FilteredTableCount = COUNTROWS ( FILTER ( SELECTCOLUMNS ( GENERATESERIES ( FiscalFirstDay, [Date] ), "Dates", [Value] ), FORMAT ( [Dates], "ddd" ) = WeekStartsOn ) ) VAR WeekNos = IF ( FORMAT ( FiscalFirstDay, "ddd" ) <> WeekStartsOn, FilteredTableCount + 1, FilteredTableCount ) RETURN "Week " & WeekNos, "Fiscal Qtr", "Q" & CEILING ( MONTH ( EDATE ( [Date], - FiscalStartMonth + 1 ) ), 3 ) / 3, "Fiscal Year", VAR CY = RIGHT ( YEAR ( [Date] ), 2 ) VAR NY = RIGHT ( YEAR ( [Date] ) + 1, 2 ) VAR PY = RIGHT ( YEAR ( [Date] ) - 1, 2 ) VAR FinYear = IF ( MONTH ( [Date] ) > ( FiscalStartMonth - 1 ), CY & "/" & NY , PY & "/" & CY ) RETURN FinYear, "CalWeekNo", WEEKNUM ( [Date], 2 ), "Weekend/Working", IF ( WEEKDAY ( [Date], 2 ) > 5, "Weekend", "Working" ), "Day", FORMAT ( [Date], "ddd" ), "CustomDate", FORMAT ( [Date], "d/mm" ) ) Regards, Matthew
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Matthew77
5 years ago Place DAX Commands and Tips
6KViews
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4Comments