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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])

watkinnc
Super User
Super User

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


I’m usually answering from my phone, which means the results are visualized only in my mind. You’ll need to use my answer to know that it works—but it will work!!

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