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nerra
Helper II
Helper II

Fiscal Month Year Start and End Date

Hello all!

 

I'm a bit stuck with calculating Fiscal Month/Year start/end dates.

 

I have a business_date = 12/30/19 and a fiscal period id =1.

Fiscal Period Start Date 2 = CALCULATE(MIN(BusinessDate[Business Date]),ALL(BusinessDate[Fiscal Period]))
returns the same values as business date.
 
FiscalPeriodStartDate.jpg
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
I need to do the same for fiscal year start/end date. 
 
Thanks,
N
 

 

1 ACCEPTED SOLUTION

Oops compared month with year. my mistake.Try

month start = minx(filter(table,table[fiscal year]=earlier(table[fiscal year]) && table[fiscal month]=earlier(table[fiscal month])),table[business date])
month end = maxx(filter(table,table[fiscal year]=earlier(table[fiscal year]) && table[fiscal month]=earlier(table[fiscal month])),table[business date])

 

View solution in original post

5 REPLIES 5
v-lili6-msft
Community Support
Community Support

hi  @nerra 

Just use this formula as below:

Fiscal Period Start Date 3 = CALCULATE(MIN(BusinessDate[Business Date]),ALLEXCEPT(BusinessDate,BusinessDate[Fiscal Year],BusinessDate[Fiscal Period]))

Result:

1.JPG

 

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.
amitchandak
Super User
Super User

Create as new columns in table

month start = minx(filter(table,table[fiscal year]=earlier(table[fiscal year]) && table[fiscal month]=earlier(table[fiscal year])),table[business date])
month end = maxx(filter(table,table[fiscal year]=earlier(table[fiscal year]) && table[fiscal month]=earlier(table[fiscal year])),table[business date])

 

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@amitchandak  sry, but it returns empty values.

 

Oops compared month with year. my mistake.Try

month start = minx(filter(table,table[fiscal year]=earlier(table[fiscal year]) && table[fiscal month]=earlier(table[fiscal month])),table[business date])
month end = maxx(filter(table,table[fiscal year]=earlier(table[fiscal year]) && table[fiscal month]=earlier(table[fiscal month])),table[business date])

 

Thank you @amitchandak ! This is indeed a solution!

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