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ThisIsHalloween
New Member

Help with Fiscal Year and Month

I'm very new to Power BI and need a little help with Fiscal Year and Months.  I took the DIAD class and am now trying to implement some stuff I learned into the class.

 

My table is set up like this:  

Capture5555.JPG

 

I am trying to show revenue by fiscal year and month.  I want the fiscal year format to show as YY/YY and our fiscal year starts on 7/1.  Here is the weird part that makes things hard for me.  The date column you see will not always coincide with the fiscal year and month.  For example, a transaction on 7/3/2018 may have the fiscal year of 17/18 and fiscal month of June. 

 

So how do I setup a column or table to recognize the fiscal year column and month column as the date with July being the first month? 

2 REPLIES 2
SpartaBI
Community Champion
Community Champion

@ThisIsHalloween hey, everything you need is in one of these 4 patterns, explained to details:
https://www.daxpatterns.com/time-patterns/



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I didn't have much luck with that on how to connect how the data is setup back to dates. 

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