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Regular Visitor

adding a fiscal month/year column

Good morning

newbie here!

I have a data file, that contains daily records of transactions, I want to insert a column and lookup the date from lets say Column A, and return our filscal year. Then run that function down the 4000 or so rows.

 

eg:

Column A  =  01/08/2019   

Comumn B =  Data

Comumn C = Data

Column D  New Column - return a value of 2020-21

 

I want to do this in Power BI with a DAX function I guess

 

Thanks

 

Jill

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Let me try that one out, I also  found a DAX function - its quite long, but I will see which one works.

 

Thanks

View solution in original post

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Super User II
Super User II

@bye4now 

do you have a fiscal year table? if you have, you can try to use LOOKUPVALUE.

https://docs.microsoft.com/en-us/dax/lookupvalue-function-dax

 

 





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Let me try that one out, I also  found a DAX function - its quite long, but I will see which one works.

 

Thanks

View solution in original post

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@bye4now 

what's the logic of calculating the column D? 21 means the week number? when does your fiscal year starts? you'd better provide more detailed info to get a proper solution.

 





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Resolver II
Resolver II

I recommend that you calculate the fiscal year, fiscal month and so on, do it in the date table and not in the movement table.

the column calculation to show 2020-21 will be performed by Query and not by DAX.

on the internet you can find many examples of date tables, such as the following

http://blog.blauservices.com/?p=1986

https://www.dataxbi.com/blog/2019/08/20/crear-un-calendario-en-power-query/

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Community Support
Community Support

Hi @bye4now ,

 

What is the relationship between financial date and natural date?
Is there a fixed number of days difference between the two?

Like this?

v-lionel-msft_0-1598927417813.png

 

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

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