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kfschaefer1
Frequent Visitor

Fiscal Year and Fiscal Qtr

I have done a lot of research and I am not successful in creating a Fiscal Quarter field in my DimDate table.  What am I missing?  The current Fiscal date range is 7/1 - 6/30 

 

FiscalMonthNumber = IF(('dimDate'[Month Number]-6)<=0,'dimDate'[Month Number]+6,'dimDate'[Month Number]-6)
FiscalYear = IF('dimDate'[Month Number]>6,'dimDate'[Year]+1,'dimDate'[Year])
FiscalQtr = ROUNDUP ([FiscalMonthNumber]/3,0)
1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

Try this calculated column formula in the DimDate Table

Fiscal Year = IF(MONTH('dimDate'[Date])>6,YEAR('dimDate'[Date])+1,YEAR('dimDate'[Date]))

Fiscal Quarter = IF(MONTH('dimDate'[Date])>9,2,IF(MONTH('dimDate'[Date])>6,1,IF(MONTH('dimDate'[Date])>3,4,3)))

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

2 REPLIES 2
Ashish_Mathur
Super User
Super User

Hi,

Try this calculated column formula in the DimDate Table

Fiscal Year = IF(MONTH('dimDate'[Date])>6,YEAR('dimDate'[Date])+1,YEAR('dimDate'[Date]))

Fiscal Quarter = IF(MONTH('dimDate'[Date])>9,2,IF(MONTH('dimDate'[Date])>6,1,IF(MONTH('dimDate'[Date])>3,4,3)))

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
amitchandak
Super User
Super User

I am not sure I got it completely. But please try.

Easy way to give qrt

Qtr Jul-jun = if(MONTH('Compare Date'[Compare Date]) in {7,8,9},1,if(MONTH('Compare Date'[Compare Date]) in {10,11,12},2,if(MONTH('Compare Date'[Compare Date]) in {1,2,3},3,4)))

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks.

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