cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Matthew77
Frequent Visitor

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" )
    )

 

Capture.PNG

 

 

 Regards,

Matthew

1 ACCEPTED SOLUTION

@Matthew77 , sorry one small change

 

Year = year(startofyear([date], "6/30")) & "-" & format(endofyear([date], "6/30"),"YY")

 

or

 

Year = format(startofyear([date], "6/30"),"YYYY") & "-" & format(endofyear([date], "6/30"),"YY")



Power BI Features || Datamarts: https://youtu.be/8tskWsJTEpg || Field Parameters : https://youtu.be/lqF3Wa1FllE?t=70
Time Intelligence Decoded : https://youtu.be/aU2aKbnHuWs&t=145s
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Dashboard of My Blogs !! Connect on Linkedin !! Subscribe to my youtube Channel !!
Want To Learn Power BI | Beginners !! Advance Concepts !! Power BI For Tableau User !!

View solution in original post

4 REPLIES 4
amitchandak
Super User
Super User

@Matthew77 , Based on the end date of year

Year = year(startofyear([date], "6/30")) & "-" & year(endofyear([date], "6/30")) 

 

Change year-end 6/30 to your year-end date 

 

this will not work correct if you calendar do not have start and end date.

 

I think I discussed that in my video

https://www.youtube.com/watch?v=vlm5_MN6M4Y

https://www.youtube.com/watch?v=LbstAOFD2Vo



Power BI Features || Datamarts: https://youtu.be/8tskWsJTEpg || Field Parameters : https://youtu.be/lqF3Wa1FllE?t=70
Time Intelligence Decoded : https://youtu.be/aU2aKbnHuWs&t=145s
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Dashboard of My Blogs !! Connect on Linkedin !! Subscribe to my youtube Channel !!
Want To Learn Power BI | Beginners !! Advance Concepts !! Power BI For Tableau User !!

Thanks for your response Amitchanda, i tried that and also watched your videos. Unfortunately this gives the year in the format of yyyy-yyyy (2021-2022) but I need it to be in the format of yyyy-yy (2021-22). 

@Matthew77 , sorry one small change

 

Year = year(startofyear([date], "6/30")) & "-" & format(endofyear([date], "6/30"),"YY")

 

or

 

Year = format(startofyear([date], "6/30"),"YYYY") & "-" & format(endofyear([date], "6/30"),"YY")



Power BI Features || Datamarts: https://youtu.be/8tskWsJTEpg || Field Parameters : https://youtu.be/lqF3Wa1FllE?t=70
Time Intelligence Decoded : https://youtu.be/aU2aKbnHuWs&t=145s
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Dashboard of My Blogs !! Connect on Linkedin !! Subscribe to my youtube Channel !!
Want To Learn Power BI | Beginners !! Advance Concepts !! Power BI For Tableau User !!

This is perfect. Thank you so much 😁

Helpful resources

Announcements
August 2022 update 768x460.jpg

Check it Out!

Click here to learn more about the August 2022 updates!

August 1 episode 9_no_dates 768x460.jpg

The Power BI Community Show

Watch the playback when Priya Sathy and Charles Webb discuss Datamarts! Kelly also shares Power BI Community updates.

Power Platform Conf 2022 768x460.jpg

Join us for Microsoft Power Platform Conference

The first Microsoft-sponsored Power Platform Conference is coming in September. 100+ speakers, 150+ sessions, and what's new and next for Power Platform.

Top Solution Authors
Top Kudoed Authors