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MMJen
Helper I
Helper I

Fiscal Month column

Very basic but how do I create a Fiscal Month column so I can display our reports for this year?
Do I need a Date table?  I don't need specifics of dates, just the month.  
I've researched this but so many solutions
Thank you

 

1 ACCEPTED SOLUTION
V-lianl-msft
Community Support
Community Support

Hi @MMJen ,

 

Please refer to this thread for details:

https://community.powerbi.com/t5/Desktop/DAX-Formulas-for-Fiscal-Year-Fiscal-Quarter-and-Month-Short... 

 

Best Regards,
Liang
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

3 REPLIES 3
V-lianl-msft
Community Support
Community Support

Hi @MMJen ,

 

Please refer to this thread for details:

https://community.powerbi.com/t5/Desktop/DAX-Formulas-for-Fiscal-Year-Fiscal-Quarter-and-Month-Short... 

 

Best Regards,
Liang
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

@MMJen , It is better to have a date calendar. refer one from Apr-mar

https://www.dropbox.com/s/wrcyk5j66corvjg/Apr2Mar-Cal.pbix?dl=0

Anonymous
Not applicable

Using a date table unlocks certain date only features around dates filter and so on. I recommend using it but its not required.

 

For fiscal year, I have used the following formula for Oct-Sept

 

FiscalYear = "FY"&(Year(dim_Calendar[FiscalYearDate])+if(month(dim_Calendar[FiscalYearDate])>=10,1,0))

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