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J-Saw Frequent Visitor
Frequent Visitor

Sales Analysis with Custom Calendar

Hi Everybody:

Capture.PNG

 

I was doing this Sales report for the company i work for, and I was advice with doing the same report but to consider Fiscal Years instead of Regular Year. The first one starts on March and ends on February. 

So my questions is how can I build the same report but having the results considering a year starting in March and ending up in February?

Kind regards.


1 ACCEPTED SOLUTION

Accepted Solutions
ChrisMendoza Senior Member
Senior Member

Re: Sales Analysis with Custom Calendar

@J-Saw,

 

If I'm understanding correctly, just add additional columns to your 'Calendar' table where you redefine the [MonthNum]. Then you'll have a normal calendar hierarchy and a fiscal hierarchy to place in your visual.

 

There are many ways to accomplish this either via DAX SWITCH ( ) or in Power Query Editior.

A pretty good article on SWITCH ( ) is found at https://powerpivotpro.com/2012/06/dax-making-the-case-for-switch/. The Power Query Editor column could be an IF ( ) or you can use this article https://www.powerquery.training/portfolio/replicate-power-pivots-switch-function/.

 

2 REPLIES 2
ChrisMendoza Senior Member
Senior Member

Re: Sales Analysis with Custom Calendar

@J-Saw,

 

If I'm understanding correctly, just add additional columns to your 'Calendar' table where you redefine the [MonthNum]. Then you'll have a normal calendar hierarchy and a fiscal hierarchy to place in your visual.

 

There are many ways to accomplish this either via DAX SWITCH ( ) or in Power Query Editior.

A pretty good article on SWITCH ( ) is found at https://powerpivotpro.com/2012/06/dax-making-the-case-for-switch/. The Power Query Editor column could be an IF ( ) or you can use this article https://www.powerquery.training/portfolio/replicate-power-pivots-switch-function/.

 

J-Saw Frequent Visitor
Frequent Visitor

Re: Sales Analysis with Custom Calendar

Awesome Function! 

That was what I've been looking for.

Gracias compadre @ChrisMendoza

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