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Financial Year

Hi All,

 

How would I go about finding out the Finanacial years based on a date. My financial reporting starts on the 4th Apr and ends 31st Mar. I have a column of dates that range from 2001 to 2019, I just need to be able to find which FY dates they fall into.

 

e.g.

 

02/04/2018 would fall into FY 18/19

 

TIA

1 ACCEPTED SOLUTION

Accepted Solutions

Re: Financial Year

Hi, @UK_User123456 

 

FY = var __fy = if(ISBLANK(DimDate[Date]);BLANK(); if (MONTH(DimDate[Date]) >= 4; YEAR(DimDate[Date])&"/"&YEAR(DimDate[Date])+1;YEAR(DimDate[Date])-1&"/"&YEAR(DimDate[Date])))
return __fy
 
regards.
3 REPLIES 3
Highlighted

Re: Financial Year

Hi, @UK_User123456 

Create a new column:

 

FY = var __fy = if (MONTH(DimDate[Date]) >= 4; YEAR(DimDate[Date])&"/"&YEAR(DimDate[Date])+1;YEAR(DimDate[Date])-1&"/"&YEAR(DimDate[Date]))
return __fy
 
FY.JPG
regards.

Re: Financial Year

Hi, 

 

Many thanks for this, works great, but how do I apply return blank if there is no gift date?

 

TIA

Re: Financial Year

Hi, @UK_User123456 

 

FY = var __fy = if(ISBLANK(DimDate[Date]);BLANK(); if (MONTH(DimDate[Date]) >= 4; YEAR(DimDate[Date])&"/"&YEAR(DimDate[Date])+1;YEAR(DimDate[Date])-1&"/"&YEAR(DimDate[Date])))
return __fy
 
regards.

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