cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
broekman Regular Visitor
Regular Visitor

Fiscal year not the same as Calendar year

Our Fiscal quarters are not similar to calendar quarters. Our quarters are: 1st Nov-Dec-Jan 2nd Feb-Mar-Apr etc.

 

Is there any way to drill down on a bar chart and use our fiscal quarters (and have Nov-Dec-Jan be the 1st quarter)?. Alternatively, even if we can't drill down, is there any way to just show quarters based on our Fiscal quarters in a graph?

6 REPLIES 6
greggyb New Contributor
New Contributor

Re: Fiscal year not the same as Calendar year

Create a field in your date dimension that include the quarters as you use them. You can then plot against this field exactly as any other.

broekman Regular Visitor
Regular Visitor

Re: Fiscal year not the same as Calendar year

Thanks ! But I don't know how to do this. Do you maybe have an example?

greggyb New Contributor
New Contributor

Re: Fiscal year not the same as Calendar year

In Power Query, you can create a column like the following in your date dimension, by adding a new custom column:

 

let
  Month = Date.Month( [Date] )
  ,Quarter =
    if Month = 1 or Month > 10
    then "Q1"
    else if 1 < Month and Month < 5
    then "Q2"
    else if 4 < Month and Month < 8
    then "Q3"
    else "Q4"
in
  Quarter

Where [Date] should be replaced with the name of your date field in your date dimension.

 

Now you can put the new field onto any visualization or filter.

Highlighted
fbrossard Member
Member

Re: Fiscal year not the same as Calendar year

You can also create specific measure if you wanna calculate for example a YTD on a fiscal year based on jul-jun

FYTD=CALCULATE(
sum(‘Tablix1′[nroforders])
, DATESYTD(‘Date'[Date],”06-01″)
,ALL(‘Date’))

See http://www.powerpivotblog.nl/using-time-intelligent-powerpivot-functions-with-fiscal-year/

 

On the other hand, you can create a custom date table :

- via Power Query http://www.powerpivotpro.com/2015/02/create-a-custom-calendar-in-power-query/

and add some calculated columns to build your fiscal calendar 

- via Power Pivot by adding calculated cols and playing with DAX Time function https://msdn.microsoft.com/en-us/library/ee634786.aspx 

sunnn Frequent Visitor
Frequent Visitor

Re: Fiscal year not the same as Calendar year

hi can we hide the original date column in the visualisation

greggyb New Contributor
New Contributor

Re: Fiscal year not the same as Calendar year


@sunnn wrote:

hi can we hide the original date column in the visualisation


What do you mean by this? We can suppress axis titles and labels in the visual 'Format' menu (paintbrush below 'Visual' pane). We can use alternate fields as the axis labels instead of a date field (just replace DimDate[Date] with another field in the 'Axis' field well).