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PBNewbie
Regular Visitor

Need to create column for fiscal year that is different from calendar year

Hi all,

I have a table 'Calendar' with the columns

 

[Date]      [Fiscal Year]

 

Our fiscal year is July 1 to June 30.  I use the following in Column Tools to create the Fiscal Year fields:

 

1.  Fiscal Year =
2.  CEILING(
3.      YEAR(EDATE('Calendar'[Date],-6)),
 4.      2)
 
This starts out correct.  An example of the output is:
           [Date}                     [Fiscal Year]
7/1/2011 12:00:00 AM           2012
7/2/2011 12:00:00 AM           2012
 
However, this stays Fiscal year 2012 through June 30, 2013 (when it should be Fiscal Year 2013, then it jumps two years to Fiscal Year 2014 on July 1, 2013 (which is correct).  
 
I am getting 24 months of the same Fiscal Year, then it jumps two years, so the first 12 months are correct, and the next twelve months are not. And this repeats over and over.  I am sure this is easy, but my head hurts...
 

 

1 ACCEPTED SOLUTION
ChrisMendoza
Resident Rockstar
Resident Rockstar

@PBNewbie - try
image.png






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View solution in original post

4 REPLIES 4
PBNewbie
Regular Visitor

Thank you!!

ChrisMendoza
Resident Rockstar
Resident Rockstar

@PBNewbie - maybe this one 🥸

image.png






Did I answer your question? Mark my post as a solution!
Did my answers help arrive at a solution? Give it a kudos by clicking the Thumbs Up!

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ChrisMendoza
Resident Rockstar
Resident Rockstar

@PBNewbie - try
image.png






Did I answer your question? Mark my post as a solution!
Did my answers help arrive at a solution? Give it a kudos by clicking the Thumbs Up!

Proud to be a Super User!



oh geez, nevermind don't do that at all 😬






Did I answer your question? Mark my post as a solution!
Did my answers help arrive at a solution? Give it a kudos by clicking the Thumbs Up!

Proud to be a Super User!



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