BUdget Year with Date and Fiscal year

[cv2qm]

Hi Community,

I trying to get Budget year based on date and Fical Year.

Our fiscal year from 1 July to 30 june. 

Calender Table =

ADDCOLUMNS (

    ADDCOLUMNS (

        CALENDAR ( DATE ( 2013, 7, 1 ), DATE ( YEAR(TODAY()), 12, 31 ) ),

        "Year", YEAR ( [Date] ),

        "MonthNameShort", FORMAT ( [Date], "mmm" ),

        "MonthNumber", MONTH ( [Date] )

    ),

    "FY", IF ( [MonthNumber] >= 7, [Year] + 1, [Year] ))

Based on this I am trying to get Budget year.

But from Jan 1, I am not geeting Budget Year as expected. 

Can anyone help me how can i fix this.

Thanks!

[cv2qm · Accepted solution]

I fixed it, 

var FYyear = IF ( 'Calender Table'[MonthNumber] >= 7,( 'Calender Table'[Date].[Year] )+ 1, 'Calender Table'[Date].[Year] )

Var thisyear = RIGHT(FYyear,2)

Var samedately = IF ( 'Calender Table'[MonthNumber] >= 7,('Calender Table'[Date].[Year]),'Calender Table'[Date].[Year]-1)

var lastyear = Right(samedately,2)

Thanks !

[v-kelly-msft]

Hi  @cv2qm ,

If your issue is solved, can you make the case as answered to close it?

Best Regards,
Kelly

Did I answer your question? Mark my post as a solution!

[amitchandak]

@cv2qm 

I did get the logic the value in jan, but you can use datesytd and totalytd with date calendar. You can mention year-end date

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"6/30"))
This Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD((ENDOFYEAR('Date'[Date])),"6/30"))

Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"6/30"))
Last YTD complete Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"6/30"))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/