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Hi,
Anyone can show me the formula to create a custom column showing the FY based on the expense date?
if date range is between 01 Apr 22 to 31 Mar 23, return FY22
if date range is between 01 Apr 23 to 31 Mar 24, return FY23
if date range is between 01 Apr 24 to 31 Mar 25, return FY24
Do note 01 Apr and 31 Mar is inclusive.
Solved! Go to Solution.
hello,
fy_end = {#date(2023, 03, 31), #date(2024, 03, 31), #date(2025, 03, 31)},
fy = {"FY22", "FY23", "FY24"},
fy_column = Table.AddColumn(
your_table,
"FY",
(x) => fy{List.PositionOf(fy_end, x[Expense_Date], Occurrence.First, (x, y) => y <= x)}
)
Hi @Jaslyn
Thanks for the solution @AlienSx and @wdx223_Daniel provided, the solution @wdx223_Daniel provided, its previous step means your last step name, e.g #"Changed Type".
And i offer some more information for you to refer to.
You can create a custom column and input the following code.
let a=#date(Date.Year([Expense_date]),4,1),
b=#date(Date.Year([Expense_date])+1,3,31)
in if [Expense_date]>=a and [Expense_date]<=b then "FY"&Text.End(Number.ToText(Date.Year([Expense_date])),2) else "FY"&Text.End(Number.ToText(Date.Year([Expense_date])-1),2)
Output
The following is the whole M code
let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("fcs7CoBAEAPQu0ztkJ3M4qf0HMs2wmoriPdXhMFG7F5CUoow6XxuSkrtipjr0XalP4mua1siWcaEMAbEBcYw0QcdZq/Hr9qQ/0nc28QstV4=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Expense_date = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Expense_date", type text}}),
#"Changed Type with Locale" = Table.TransformColumnTypes(#"Changed Type", {{"Expense_date", type date}}, "en-GB"),
#"Added Custom" = Table.AddColumn(#"Changed Type with Locale", "Custom", each let a=#date(Date.Year([Expense_date]),4,1),
b=#date(Date.Year([Expense_date])+1,3,31)
in if [Expense_date]>=a and [Expense_date]<=b then "FY"&Text.End(Number.ToText(Date.Year([Expense_date])),2) else "FY"&Text.End(Number.ToText(Date.Year([Expense_date])-1),2))
in
#"Added Custom"
Best Regards!
Yolo Zhu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
hello,
fy_end = {#date(2023, 03, 31), #date(2024, 03, 31), #date(2025, 03, 31)},
fy = {"FY22", "FY23", "FY24"},
fy_column = Table.AddColumn(
your_table,
"FY",
(x) => fy{List.PositionOf(fy_end, x[Expense_Date], Occurrence.First, (x, y) => y <= x)}
)
=Table.AddColumn(PreviousStepName,"Financial Year",each Date.Year(Date.AddMonths([Expense_Date],-3)))
Hi,
I encountered this error.
Hi @Jaslyn
Thanks for the solution @AlienSx and @wdx223_Daniel provided, the solution @wdx223_Daniel provided, its previous step means your last step name, e.g #"Changed Type".
And i offer some more information for you to refer to.
You can create a custom column and input the following code.
let a=#date(Date.Year([Expense_date]),4,1),
b=#date(Date.Year([Expense_date])+1,3,31)
in if [Expense_date]>=a and [Expense_date]<=b then "FY"&Text.End(Number.ToText(Date.Year([Expense_date])),2) else "FY"&Text.End(Number.ToText(Date.Year([Expense_date])-1),2)
Output
The following is the whole M code
let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("fcs7CoBAEAPQu0ztkJ3M4qf0HMs2wmoriPdXhMFG7F5CUoow6XxuSkrtipjr0XalP4mua1siWcaEMAbEBcYw0QcdZq/Hr9qQ/0nc28QstV4=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Expense_date = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Expense_date", type text}}),
#"Changed Type with Locale" = Table.TransformColumnTypes(#"Changed Type", {{"Expense_date", type date}}, "en-GB"),
#"Added Custom" = Table.AddColumn(#"Changed Type with Locale", "Custom", each let a=#date(Date.Year([Expense_date]),4,1),
b=#date(Date.Year([Expense_date])+1,3,31)
in if [Expense_date]>=a and [Expense_date]<=b then "FY"&Text.End(Number.ToText(Date.Year([Expense_date])),2) else "FY"&Text.End(Number.ToText(Date.Year([Expense_date])-1),2))
in
#"Added Custom"
Best Regards!
Yolo Zhu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.