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LeeC2C
New Member

Custom Date sort by Company Finanical Year

Hi,

 

I hope this wonderful community could help me,

 

Our Company financial year starts from Nov and ends in Oct, I've managed to be able to filter on financial year with a custom column.

I'm fairly new with Power BI and seeing how it could improve our reporting. I showed my manager, and they asked could we have the graphs that uses date months to show yearly figures be aligned with our finanical year (Nov-Oct) rather than calendar (Jan-Dec).

 

I've looked around on the forums but couldn't find anything simular.

If anyone has ideas, I'm more than happy to try them out.

 

Thank you in advance,

Lee

1 ACCEPTED SOLUTION
v-lili6-msft
Community Support
Community Support

hi, @LeeC2C 

Yes, you could get it by "Sort by column in Power BI Desktop".

Just add a financial year month column (if there is no this column in your financial calendar) then use sort by it.

 

Best Regards,

Lin

 

 

 

 

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-lili6-msft
Community Support
Community Support

hi, @LeeC2C 

Yes, you could get it by "Sort by column in Power BI Desktop".

Just add a financial year month column (if there is no this column in your financial calendar) then use sort by it.

 

Best Regards,

Lin

 

 

 

 

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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