cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Manisha_91
Helper I
Helper I

How to identify Next Fiscal Year through DAX

Hi Team,

 

I need your help in creating one of the DAX.

Requirement: I have to build a column where I can have Fiscal Year from 2019 to Current Year + 1

 

Time Table

DateFYActual or ForecastFiscal YearExpected Column
1-Oct-17FY18Actuals2018 
1-Nov-17FY18Actuals2018 
1-Dec-17FY18Actuals2018 
1-Jan-18FY18Actuals2018 
1-Feb-18FY18Actuals2018 
1-Mar-18FY18Actuals2018 
1-Apr-18FY18Actuals2018 
1-May-18FY18Actuals2018 
1-Jun-18FY18Actuals2018 
1-Jul-18FY18Actuals2018 
1-Aug-18FY18Actuals2018 
1-Sep-18FY18Actuals2018 
1-Oct-18FY19Actuals2019FY19
1-Nov-18FY19Actuals2019FY19
1-Dec-18FY19Actuals2019FY19
1-Jan-19FY19Actuals2019FY19
1-Feb-19FY19Actuals2019FY19
1-Mar-19FY19Actuals2019FY19
1-Apr-19FY19Actuals2019FY19
1-May-19FY19Actuals2019FY19
1-Jun-19FY19Actuals2019FY19
1-Jul-19FY19Actuals2019FY19
1-Aug-19FY19Actuals2019FY19
1-Sep-19FY19Actuals2019FY19
1-Oct-19FY20Actuals2020FY20
1-Nov-19FY20Actuals2020FY20
1-Dec-19FY20Actuals2020FY20
1-Jan-20FY20Actuals2020FY20
1-Feb-20FY20Actuals2020FY20
1-Mar-20FY20Actuals2020FY20
1-Apr-20FY20Actuals2020FY20
1-May-20FY20Actuals2020FY20
1-Jun-20FY20Actuals2020FY20
1-Jul-20FY20Actuals2020FY20
1-Aug-20FY20Actuals2020FY20
1-Sep-20FY20Actuals2020FY20
1-Oct-20FY21Actuals2021FY21
1-Nov-20FY21Actuals2021FY21
1-Dec-20FY21Actuals2021FY21
1-Jan-21FY21Actuals2021FY21
1-Feb-21FY21Actuals2021FY21
1-Mar-21FY21Actuals2021FY21
1-Apr-21FY21Actuals2021FY21
1-May-21FY21Actuals2021FY21
1-Jun-21FY21Actuals2021FY21
1-Jul-21FY21Actuals2021FY21
1-Aug-21FY21Actuals2021FY21
1-Sep-21FY21Actuals2021FY21
1-Oct-21FY22Actuals2022FY22
1-Nov-21FY22Actuals2022FY22
1-Dec-21FY22Actuals2022FY22
1-Jan-22FY22Actuals2022FY22
1-Feb-22FY22Actuals2022FY22
1-Mar-22FY22Actuals2022FY22
1-Apr-22FY22Actuals2022FY22
1-May-22FY22Actuals2022FY22
1-Jun-22FY22Actuals2022FY22
1-Jul-22FY22Actuals2022FY22
1-Aug-22FY22Forecast2022FY22
1-Sep-22FY22Forecast2022FY22
1-Oct-22FY23Forecast2023FY23
1-Nov-22FY23Forecast2023FY23
1-Dec-22FY23Forecast2023FY23
1-Jan-23FY23Forecast2023FY23
1-Feb-23FY23Forecast2023FY23
1-Mar-23FY23Forecast2023FY23
1-Apr-23FY23Forecast2023FY23
1-May-23FY23Forecast2023FY23
1-Jun-23FY23Forecast2023FY23
1-Jul-23FY23Forecast2023FY23
1-Aug-23FY23Forecast2023FY23
1-Sep-23FY23Forecast2023FY23
1-Oct-23FY24Forecast2024 
1-Nov-23FY24Forecast2024 
1-Dec-23FY24Forecast2024 
1-Jan-24FY24Forecast2024 
1-Feb-24FY24Forecast2024 
1-Mar-24FY24Forecast2024 
1-Apr-24FY24Forecast2024 
1-May-24FY24Forecast2024 
1-Jun-24FY24Forecast2024 
1-Jul-24FY24Forecast2024 
1-Aug-24FY24Forecast2024 
1-Sep-24FY24Forecast2024 


The problem I am facing is that Fiscal Year and FY columns are Whole number and text columns. Please help.

1 ACCEPTED SOLUTION
jdbuchanan71
Super User
Super User

Give this a try.

New Column = 
VAR _NextFY =
    CALCULATE (
        MAX ( 'Calendar'[Fiscal Year] ),
        ALL ( 'Calendar' ),
        'Calendar'[Date] <= TODAY ()
    ) + 1
RETURN
    IF (
        AND ( [Fiscal Year] >= 2019, [Fiscal Year] <= _NextFY ),
        "FY" & ( [Fiscal Year] - 2000 )
    )

View solution in original post

3 REPLIES 3
jdbuchanan71
Super User
Super User

Give this a try.

New Column = 
VAR _NextFY =
    CALCULATE (
        MAX ( 'Calendar'[Fiscal Year] ),
        ALL ( 'Calendar' ),
        'Calendar'[Date] <= TODAY ()
    ) + 1
RETURN
    IF (
        AND ( [Fiscal Year] >= 2019, [Fiscal Year] <= _NextFY ),
        "FY" & ( [Fiscal Year] - 2000 )
    )
jdbuchanan71
Super User
Super User

Try something like this.

New Column = IF ( AND ( [Fiscal Year] >= 2019, [Fiscal Year] <= 2023 ), "FY" & ( [Fiscal Year] - 2000 )

Hi @jdbuchanan71 ,

This will work in a senario when we have this table fixed but going forward the data will increase for upcoming month. 
Instead of hardcoding it to 2023 can we figure out a way to check current FY + 1?

Helpful resources

Announcements
Carousel_PBI_Wave1

2023 Release Wave 1 Plans

Power BI release plans for 2023 release wave 1 describes all new features releasing from April 2023 through September 2023.

Power BI Summit Carousel 2

Global Power BI Training

Make sure you register today for the Power BI Summit 2023. Don't miss all of the great sessions and speakers!

Thank you 2022 Review

2022 Monthly Feature Releases

We had a great 2022 with a ton of feature releases to help you drive a data culture.