How to create a Fiscal Year Date Table in Power BI? Simple & Easy Way | Power BI |BI Consulting Pro
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- Опубліковано 14 лип 2024
- How to create a Fiscal Year Date Table in Power BI? Simple & Easy Way | Power BI |BI Consulting Pro
In this video, I have explained in a very simple and easy way to create a Fiscal Year Table in Power BI. Whether you are a beginner, intermediate user, or expert, anyone can do it.
Download .pbix file from here: 1drv.ms/u/s!ApIf9f9Q3qOxljLbd...
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You explain this very well. Thank you so much!
Glad it was helpful!
Thank you I understood !!!
Very Helpful video!!!!
Thank you very much
This is just awesome.....thank you so much
Thank you so much. Great video.
Hi there, thank so much for this video. Very helpful.
Good one. Just what i needed
Thank you
Excellent Video- Thank you
Glad you enjoyed it
Great tutorial, thanks for sharing
You’re welcome 😊
Thanks. Could you pls also show how to add fiscal week
How can I calculate qtd , previous qtd numbers with custom calendars . Please make a video on that as well
Hello sir, thank you for the very descriptive video lesson. I enjoyed learning visually. I wonder if you can make another video lesson on how to create a Fiscal Calendar which has Month start always become Sunday after the last Saturday of the month and the Month end will be the last Saturday.
I really appreciate in advance.
Hi Sir, I have table of total hours(suppose 98), i want to split that into per week per day columns where maximum value per day is 8,and it goes like that till the value 98 is filled. How do i do that
Hello, I appreciate the tutorial. I do have two questions. What dax code can I use to show the quarter my abbreviated month (i.e., 1 = Sep, 2 = Oct, 3 = Nov,..., etc.). Secondly, for fiscal year, I would like to display "FY##", instead of 21-21 or 21-22.
These are quite simple dax codes. Please use CONCAT DAX or "&" to achieve the same. For examples, FY 21 will be "FY" &
YEAR(Date[Date])
You need to be a bit logical while using your own format. Similarly you can use QUARTER DAX to get Quarter numbers.
What's the formula to add a custom fiscal month that start on the 22nd of the current and on the 21st of the next month? for example December fiscal month is Dec 22 through Jan 21st
Hello how are you?
I would like to thank you for the tips you have shared on YT, I really liked your didactics.
Could you help me solve an implementation, please?
Considering the fiscal year 2022, basically the Quarter ends on the last Saturday of the current Quarter, examples: Q1 (from 01/01/22 to 04/02/22), Q2 (from 04/03/22 to 07/02/ 22), Q3 (from 07/03/22 to 10/01/22), Q4 (from 10/02/22 to 12/31/22). I imagine that the ideal would be to implement something related to the day of the week such as: last Saturday or the first following Monday of the current Quarter, so the logic will be applied in previous and following years. In addition, the same happens with Fiscal Weeks, where the last closing day is Saturday, here are some examples: SF01 (from 01/01/22 to 01/08/22), SF05 (from 01/30/22 to 05/02/22), SF48 (from 27/11/22 to 03/12/22) and SF52 (from 25/12/22 to 31/12/22).
Fiscal year:
Year 2022: 01/01/22 to 12/31/22.
Fiscal quarter:
Q1 (from 01/01/22 to 04/02/22),
Q2 (from 04/03/22 to 07/02/22),
Q3 (from 07/03/22 to 10/01/22),
Q4 (from 10/02/22 to 12/31/22).
Fiscal Weeks:
FW01 (from 01/01/22 to 01/08/22),
FW02 (from 01/09/22 to 01/15/22),
FW03 (from 01/16/22 to 01/22/22),
FW04 (from 01/23/22 to 01/28/22),
FW05 (from 01/30/22 to 02/05/22),
...
FW48 (from 11/27/22 to 12/03/22),
FW49 (from 12/04/22 to 12/10/22),
FW50 (from 12/11/22 to 12/17/22),
FW51 (from 12/18/22 to 12/24/22),
FW52 (from 12/25/22 to 12/31/22).
I would greatly appreciate if you could consider help me.
Thanks a lot,
Peter Daniel.
This was extremely helpful, could you please explain how to create a DATEQTD Dax function on this table?
Sure! We'll do it.
How do you make the fiscal year show as FY2023
I need to calculate cumulative total(like DATESYTD) of sales based on Fiscal Year.
But, I have 3 different FY in my data model.
Ex:
2017-2021: FY starts from Jan and ends in Dec
2022 : FY starts from Jan-22 and ends in Mar-22
From 2022 Apr onwards:
FY starts from Apr & end in March next year.
Ex: Fy23 --> Apr-22 to Mar-23
How to solve this?
Thanks in advance!
Could you please advise as to how come I activate the auto serial number in the formula bar in display to ensure that the formula suggested by you is copied properly? its showing an error when I have copied the formula in the bar
It should not be the case. Please close the formula bar. Also, if you need to go to the second line, then you need to use "SHIFT + ENTER". Line numbers populate automatically. If you need to copy the formula, kindly use CTR + C only. Please don't use right click on mouse.
But when I try YTD it still goes from Jan 1st?
Can we use calender function instead of calenderauto ?
as in my case calenderauto is starting from year 1899
yes, you can.
Great video, thank you. I would suggest you to check this that I copied from an article:
"Fiscal years are named using the year when the period ends.
For instance, a fiscal year that runs from April 1, 2023 to March 31, 2024 is called FY24.
The tax year is an example of a fiscal year."
Different countries use different conventions.
Hey, I was trying to download your file but the link doesn't work
For the Fiscal Year column, is it possible to get this in a data type of "date" as opposed to "text"?
Data Type must match as far as I know. However, I encourage you to try it out and share your observations.
Hi sir , I have two tables one is job details have fiscal year 2020 ,2021, 2022and another one is transaction details fiscal year 2019,2020,2021,2022,2023 . So i want use slicer in slicer both tables fiscal years have to show . Can you please assist me.
You can create a separate date table where all dates can be found. In this table you can have both fiscal years as well.
Fiscal Year =
VAR CurrYear = RIGHT(YEAR('Fiscal year Table'[Date]),2)
VAR LastYear = RIGHT(YEAR('Fiscal Year Table'[Date])-1,2)
VAR NewYear = RIGHT(YEAR('Fiscal year Table'[Date])+1,2)
VAR FiscalYear =
SWITCH(
TRUE (),
MONTH('Fiscal year Table'[Date]) >= 4,
CurrYear & "-" & NewYear,
LastYear & "-" & CurrYear
)
RETURN
FiscalYear
FYI
Thank you.
YOU HERO!
Will the calenderauto function automatically add next years in the table. Forexample: it has created table upto 2024 March. After March 2024, will we get dates for next fiscal year begining April 2025 automatically?
Hi there, CALENDERAUTO ( ) takes min and max date from all the tables and then generate a date table.
I have a question, how can I calculated a new fiscal year given the fact the previous one were calculated already. Thanks
You can try this:
New Fiscal Year = DATEADD(MAX('Sales'[Fiscal Year Start Date]), 12, MONTH)
In this formula, we're using the MAX function to find the latest fiscal year start date in the 'Sales' table. We're then adding 12 months to that date (since a fiscal year is usually 12 months long), using the DATEADD function. Finally, we're specifying that we want the result to be a month, using the MONTH argument.
This formula will calculate the start date for the new fiscal year based on the latest start date in the 'Sales' table. You can adjust the number of months added to the start date, depending on the length of your fiscal year.
Note that if you have multiple fiscal year start dates (e.g. if you have different fiscal years for different regions or product lines), you may need to modify this formula to handle those cases separately.
hi why number 3 added in calendar auto ?
May I ask you to please watch the video once more? I have explained it very well over there. However, just for your information, we can add or remove months from a date using CALENDARAUTO. here, 3 is to make first month as first month of the financial year.
Sir I created the fiscal year
But when I make date hierarchy it show wrong
Hmm I’ll check… ideally it shouldn’t.
This will throw an error for table visuals as I want the year of year % to be calculated on financial years.
May I ask you to please watch it again and then let me know exactly here you are facing the error? you can email me your .pbix file and screenshots at connect@biconsultingpro.com
It has a minor glitch , ex:- year is 1920-1921, fiscal year will be 20-21
if year is 2020-21, fiscal year will be also 20-21.
So on and so forth for other years also if 200 years are considered
Could you please check and correct if possible
Thanks for your feedback! We will definitely look into this.
Shift + Enter
if you need to go to the second line, then you need to use "SHIFT + ENTER". Line numbers populate automatically. If you need to copy the formula, kindly use CTR + C only. Please don't use right click on mouse.
Thank you been trying to figure this out
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Thanks Rahul, for your feedback. Much appreciated.
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