Dynamic Fiscal Year

[geekmachine811]

Hello, this is my first post and I have been having an issue over some time. My visuals contain a filter for various "Schemes", each of these schemes have different fiscal years and hence not possible to use most of the static DAX formulae I have encountered online.

e.g (https://powerobjects.com/2018/12/19/sorting-data-fiscal-year-power-bi/)

My Table "Schemes" has the StartDate and EndDate.

Another Table "Payments" has the "ActualDate" for when these payments were made.

I would like to create a Month on Month analysis where I match the Payment Amount next to the month and Year.

However, the data is not accurate due to the year.

Any help on how I can overcome such.

On the image attached, this particular scheme begins in October and hence this is still 2019

[Greg_Deckler]

@geekmachine811  Not really enough to go on, would need to see sample data and expected output. However, I literally just posted a dynamic DAX Custom 445 Calendar to the Quick Measures Gallery and this could be included in a measure:

https://community.powerbi.com/t5/Quick-Measures-Gallery/DAX-Custom-445-Calendar/td-p/1388582

Also, you *should* be able to do anything you can with DAX time "intelligence" functions without those functions. You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.
https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

Ultimately though, not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

[geekmachine811]

Thanks alot @Greg_Deckler  for the insights. I have gone through them and learned quite a few new stuff.

Prior to my message, in regard to schemes, check the image below.

I have over 100 Schemes with different start and end dates. As earlier mentioned, I need to create a dynamic fiscal period without having to statically infuse it to a measure and always change the beginning month as per the scheme.

[Greg_Deckler]

@geekmachine811 OK, you can create a dynamic calendar in a measure like this:

Measure =
  VAR __Calendar = CALENDAR([StartDate],[EndDate])
<something>
RETURN
  <something>

The problem is, I do not understand what needs to go in the <something>