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dpeacock
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Custom Date Table for Fiscal Year

I have created a spreadsheeet for our Fiscal Year (which runs 365 days after the prior, not by first of the month and starts sometime in April - funky, but it is what it is).  I have imported it and set it as my date table.

 

I have columns for date, calendar month (which I need for vendors), period (which is our fiscal month), Fiscal year, start of month, start of year, fiscal week and fiscal quarter.  

 

I understand that I choose the date column when setting it (worked perfectly and I have the little icon designating date as the date field), but how do I "tell" Power Bi which columns to use for my FY months and quarters, etc?  

 

I have watched 5 different videos and it's not clicking for me.

1 ACCEPTED SOLUTION

Accepted Solutions
Super User IV
Super User IV

Re: Custom Date Table for Fiscal Year

Using your calendar, if you summarize your data then you will get it across your fiscal year. Time intelligence functions like datesytd and totalytd allow you to mention the year-end. But year should a complete year like 1-apr-2019 to 31-Mar-2020(366 days).

 

Like

YTD Sales = CALCULATE(SUM(Table[Total Units]),DATESYTD(('Date'[Date]),"3/31"))

 





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My Recent Blogs -Decoding Direct Query - Time Intelligence, Winner Coloring on MAP,
HR Analytics, Power BI Working with Non-Standard TimeAnd Comparing Data Across Date Ranges
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1 REPLY 1
Super User IV
Super User IV

Re: Custom Date Table for Fiscal Year

Using your calendar, if you summarize your data then you will get it across your fiscal year. Time intelligence functions like datesytd and totalytd allow you to mention the year-end. But year should a complete year like 1-apr-2019 to 31-Mar-2020(366 days).

 

Like

YTD Sales = CALCULATE(SUM(Table[Total Units]),DATESYTD(('Date'[Date]),"3/31"))

 





Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
In case it does not help, please provide additional information and mark me with @
My Recent Blogs -Decoding Direct Query - Time Intelligence, Winner Coloring on MAP,
HR Analytics, Power BI Working with Non-Standard TimeAnd Comparing Data Across Date Ranges
Proud to be a Super User! Linkedin


View solution in original post

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