Find Fiscal Year and Quarter in Power Query
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- Опубліковано 5 вер 2024
- In this video you'll learn to calculate to fiscal year and fiscal quarter in Power Query. I am going to do this using 2 custom functions that'll allow you to customize this to your own financial year calendar
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Hey Chandeep
thanks for the video Man...
Now i know how to create function in power query.
I was aware in Excel VBA but now, know in power query too.
I have changes like below to get the financial year like 2019-20, 2020-21 and so on
CY & "-" & Text.End(NY,2)
PY & "-" & Text.End(CY,2)
What a way to get around with this fiscal and quarter numbers. Hats off to you... Thanks for posting it. Much appreciated.
Glad you enjoyed it
Thanks a bunch. Worked like a charm.
Great to hear!
This is super cool...
Can we further drill down to Fiscal Week for this?
Thank you Godly.
Thank you so much,
informative !!!
Glad it was helpful!
Tx bro ❤❤
This was brilliant, thank you so much!
Glad it helped!
i want as Q1-2021 in this format than what will be the dax
Pls guide me, can we use this fn. For multiple query. Also can use on POWER BI DESKTOP
Excellent video. Can you make a video to explain the M code used as well? Thanks
Thanks Charu, cant promise I'll try :)
Hi, Thank you for your video. When working on getting the FY-Quarters, I'm not getting the options when I type "get" to select "Get Fiscal Yr". Is it a reference library I need to load? Thanks for your help.
Your excel may not be updated and hence it's not giving suggestions as you type. If you've done everything correctly, just type the full thing, it'll still work. Hope it helps!
thank you. How can i use "Solver" in Power BI like in Excel?
Thanks sir
Hello Sandeep
Good tutorial, Thank you
Quick question, same way can we do for weeks, our fiscal year starts from feb.
I love you English too.....the way speak and explain.
Hi Luke, I am afraid you'd not be able to do it for Fiscal Weeks. I'll have to write another custom function for calculating fiscal weeks.. may be next time.
thanks
@@GoodlyChandeep I also want weeks in quarter of Fiscal year...please help
Hi, how to handle if the source column has null value?
How to write these functions using DAX in Power BI?
Hi Sandeep,awesome ...I have onemore query...along with Fiscal quarter can we add year also ..suppose March 2020 is like fy19...and aug 2020 is like fy20...can u help in this...
Please watch this video - ua-cam.com/video/6fpQ9Y3Jqf4/v-deo.html
Also quick correction, my name is Chandeep :)
@@GoodlyChandeep oh thank you Chandeep...really sorry...
How to create Quarter from different years
My financial start from November to October .I'm facing problem here qtr1 data
Hey can u show how to calculate fiscal week as well.
Fiscal week is already calculated in this DAX Code.
Alternatively please read this blog - goodly.co.in/calculate-fiscal-week-in-power-bi/
FY column value is not getting right
it gave error saying that cannot calculate text and number
i get token literal expected.
This not working token literal
This doesnt work for the quarter, says Token Literal
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