Fiscal Year Columns In A Power BI Date Dimension

Reza Rad takes a date dimension in Power BI and adds fiscal year details:

As you can see in the image above; June 2017 considered as fiscal year 2017. However, July 2017 is part of fiscal year 2018. So the simple logic can be like this:

if (calendar month >= fiscal year start)

then fiscal year = calendar year

else fiscal year = calendar year + 1

This code is pseudo code. don’t write that exactly in M! Let’s now implement it in M;

If you have to deal with multiple fiscal years (e.g., state and federal government fiscal years), the process is the same, only repeated.

Related Posts

Performing Linear Regression With Power BI

Jason Cantrell shows how to create a simple linear regression in Power BI: Linear Regression is a very useful statistical tool that helps us understand the relationship between variables and the effects they have on each other. It can be used across many industries in a variety of ways – from spurring value to gaining […]

Read More

Considerations When Using Sort By Column In DAX

Marco Russo shows us some things to keep in mind when using Sort By Column in DAX: A query in MDX automatically inherits the correct column sort order from the data model; the result of an MDX query is always sorted according to the Sort By Column setting. However, DAX does not have any implicit […]

Read More

Categories

September 2017
MTWTFSS
« Aug Oct »
 123
45678910
11121314151617
18192021222324
252627282930