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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КОМЕНТАРІ • 37

  • @paravej
    @paravej Місяць тому

    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)

  • @ziiz1477
    @ziiz1477 2 роки тому +1

    What a way to get around with this fiscal and quarter numbers. Hats off to you... Thanks for posting it. Much appreciated.

  • @doncusack
    @doncusack 2 роки тому

    Thanks a bunch. Worked like a charm.

  • @rajkumarrajan8059
    @rajkumarrajan8059 2 роки тому +1

    This is super cool...
    Can we further drill down to Fiscal Week for this?

  • @TinuolaOshinubi
    @TinuolaOshinubi 2 роки тому

    Thank you Godly.

  • @giftsonsolomon2590
    @giftsonsolomon2590 4 роки тому

    Thank you so much,
    informative !!!

  • @piyushpandey8653
    @piyushpandey8653 Рік тому

    Tx bro ❤❤

  • @tomstrack42
    @tomstrack42 3 роки тому

    This was brilliant, thank you so much!

  • @user-ew1qf9cz2y
    @user-ew1qf9cz2y 10 місяців тому

    i want as Q1-2021 in this format than what will be the dax

  • @singhalmonica
    @singhalmonica 2 роки тому

    Pls guide me, can we use this fn. For multiple query. Also can use on POWER BI DESKTOP

  • @charugera7654
    @charugera7654 4 роки тому

    Excellent video. Can you make a video to explain the M code used as well? Thanks

  • @brettcu05
    @brettcu05 4 роки тому

    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.

    • @GoodlyChandeep
      @GoodlyChandeep  4 роки тому

      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!

  • @fethiachour711
    @fethiachour711 4 роки тому

    thank you. How can i use "Solver" in Power BI like in Excel?

  • @rahulshewale9206
    @rahulshewale9206 4 роки тому

    Thanks sir

  • @lukev730
    @lukev730 4 роки тому

    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.

    • @GoodlyChandeep
      @GoodlyChandeep  4 роки тому

      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

    • @ExcelPowerPythonHub
      @ExcelPowerPythonHub 3 роки тому

      @@GoodlyChandeep I also want weeks in quarter of Fiscal year...please help

  • @rajitha3882
    @rajitha3882 2 роки тому

    Hi, how to handle if the source column has null value?

  • @Rk-mv8sz
    @Rk-mv8sz 2 роки тому

    How to write these functions using DAX in Power BI?

  • @divya7555
    @divya7555 3 роки тому

    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...

    • @GoodlyChandeep
      @GoodlyChandeep  3 роки тому +1

      Please watch this video - ua-cam.com/video/6fpQ9Y3Jqf4/v-deo.html
      Also quick correction, my name is Chandeep :)

    • @divya7555
      @divya7555 3 роки тому

      @@GoodlyChandeep oh thank you Chandeep...really sorry...

  • @ibrahimshaik1883
    @ibrahimshaik1883 3 роки тому

    How to create Quarter from different years
    My financial start from November to October .I'm facing problem here qtr1 data

  • @srknparo
    @srknparo 4 роки тому

    Hey can u show how to calculate fiscal week as well.

    • @GoodlyChandeep
      @GoodlyChandeep  4 роки тому

      Fiscal week is already calculated in this DAX Code.
      Alternatively please read this blog - goodly.co.in/calculate-fiscal-week-in-power-bi/

  • @divinechannel5443
    @divinechannel5443 6 місяців тому

    FY column value is not getting right

  • @uncleyap
    @uncleyap Рік тому

    it gave error saying that cannot calculate text and number

  • @RFXZ67966
    @RFXZ67966 Рік тому

    i get token literal expected.

  • @pramanandchaudhary3117
    @pramanandchaudhary3117 Рік тому

    This not working token literal

  • @notmitta
    @notmitta Рік тому

    This doesnt work for the quarter, says Token Literal

  • @rahulachapale3393
    @rahulachapale3393 2 роки тому

    Stop all ads