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I have some DAX to set the current year flag
Solved! Go to Solution.
Hi @DebbieE ,
Let's use the following data sample:
I created the Date Table with:
FiscalCalendar = CALENDARAUTO(3)
I marked it as Date Table.
Then I added the usual suspects as new columns, i.e. calendar year, month number, month, year-month number and year-month.
Then I added the Fiscal Year and Fiscal Period as follows:
FY = VAR StartFY = 4 RETURN IF( MONTH(FiscalCalendar[Date]) >= StartFY, YEAR(FiscalCalendar[Date]) + 1, YEAR(FiscalCalendar[Date]) )
Fiscal Period = VAR StartFY = 4 RETURN IF( MONTH(FiscalCalendar[Date]) >= StartFY, MONTH(FiscalCalendar[Date]) - (StartFY - 1), MONTH(FiscalCalendar[Date]) + (12 - StartFY + 1) )
The credits for this calculated column are for Reza Rad @reza_rad with this blog:
Create a date dimension - fiscal columns
I then sorted month by Fiscal Period.
The sales figure is just a sum of the values.
The sales YTD value is with this measure:
Sales YTD = CALCULATE( Sales[Sales Amount], DATESYTD(FiscalCalendar[Date], "31-03") )
Another sales YTD calculation is credit for @marcorusso in this blog:
Time intelligence issues in DAX for fiscal years
Sales YTD 2 = CALCULATE ( [Sales Amount], VAR FirstFiscalMonth = 4 VAR LastDay = MAX ( FiscalCalendar[Date] ) VAR LastMonth = MONTH ( LastDay ) VAR LastYear = YEAR ( LastDay ) - IF ( LastMonth < FirstFiscalMonth, 1 ) VAR FilterYtd = DATESBETWEEN ( FiscalCalendar[Date], DATE ( LastYear, FirstFiscalMonth, 1 ), LastDay ) RETURN FilterYtd )
And here are the results:
Finally, here is my pbix file:
Hope it helps!
Cheers,
Fernando
Hi @DebbieE ,
Try using this function while creating your Calendar Table:
CALENDARAUTO
https://docs.microsoft.com/en-us/dax/calendarauto-function-dax
Cheers,
Fernando
I dont understand how that will help me with the above query?
I use a dim date table created in the sql database.
Hi @DebbieE ,
You might want to create your own date table in your model with CALENDARAUTO and the fiscal year end of your choice. In this video Guy in a Cube shows how:
Hope it helps you.
Cheers,
Fernando
Ive have had a look at this video in the past
I understand I need a date dimension with Fiscal year in it but I dont underestand how to create a DAX query with a current date flag on Financial year
Hi @DebbieE ,
Let's use the following data sample:
I created the Date Table with:
FiscalCalendar = CALENDARAUTO(3)
I marked it as Date Table.
Then I added the usual suspects as new columns, i.e. calendar year, month number, month, year-month number and year-month.
Then I added the Fiscal Year and Fiscal Period as follows:
FY = VAR StartFY = 4 RETURN IF( MONTH(FiscalCalendar[Date]) >= StartFY, YEAR(FiscalCalendar[Date]) + 1, YEAR(FiscalCalendar[Date]) )
Fiscal Period = VAR StartFY = 4 RETURN IF( MONTH(FiscalCalendar[Date]) >= StartFY, MONTH(FiscalCalendar[Date]) - (StartFY - 1), MONTH(FiscalCalendar[Date]) + (12 - StartFY + 1) )
The credits for this calculated column are for Reza Rad @reza_rad with this blog:
Create a date dimension - fiscal columns
I then sorted month by Fiscal Period.
The sales figure is just a sum of the values.
The sales YTD value is with this measure:
Sales YTD = CALCULATE( Sales[Sales Amount], DATESYTD(FiscalCalendar[Date], "31-03") )
Another sales YTD calculation is credit for @marcorusso in this blog:
Time intelligence issues in DAX for fiscal years
Sales YTD 2 = CALCULATE ( [Sales Amount], VAR FirstFiscalMonth = 4 VAR LastDay = MAX ( FiscalCalendar[Date] ) VAR LastMonth = MONTH ( LastDay ) VAR LastYear = YEAR ( LastDay ) - IF ( LastMonth < FirstFiscalMonth, 1 ) VAR FilterYtd = DATESBETWEEN ( FiscalCalendar[Date], DATE ( LastYear, FirstFiscalMonth, 1 ), LastDay ) RETURN FilterYtd )
And here are the results:
Finally, here is my pbix file:
Hope it helps!
Cheers,
Fernando
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