Master Power BI: Create Your Own Easy Fiscal Year Calendar

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  • Опубліковано 4 жов 2024

КОМЕНТАРІ • 23

  • @MissMicrosoft
    @MissMicrosoft  4 місяці тому +1

    If your fiscal year does not start on January and you would like to create your fiscal quarters, months, weeks according to your fiscal start month, please check out this guide here, it details the steps to create a fiscal calendar, regardless of your fiscal start month or week start day: buymeacoffee.com/missmicrosoft/e/258842

  • @Patrick-cw5xd
    @Patrick-cw5xd 6 місяців тому +3

    Great video with easy to follow instructions. Well done.

  • @lungisajoctrey
    @lungisajoctrey 10 місяців тому +3

    Thank you so much . This has saved my life

  • @pinstripeowl
    @pinstripeowl 8 місяців тому +1

    thank you very much for this really simple to understand and follow guide!

  • @timpullen4941
    @timpullen4941 10 місяців тому

    Very nice South African accent.

  • @ashphotography
    @ashphotography 5 місяців тому

    How do you add Fiscal year? I copied fiscal month formula and changed it to year but it's just pulling the current year. My fiscal year starts in Feb. Fiscal quarter is using -1 as the parameter and working fine, this was easy to follow

    • @MissMicrosoft
      @MissMicrosoft  4 місяці тому

      Hi, please check out this guide here, it details the steps to create a fiscal calendar, regardless of your fiscal start month or week start day: buymeacoffee.com/missmicrosoft/e/258842

  • @sakshibhandari4118
    @sakshibhandari4118 3 місяці тому

    My main table didnt change dates as per the calendar table.

  • @petercompton538
    @petercompton538 Рік тому +1

    Brilliant

  • @Blackdocks
    @Blackdocks 9 місяців тому

    you rock ! crystal claer !
    One question : I added the "fiscal year" following the same methodology but it's not recognized as year per powerbi, any tips ?

    • @MissMicrosoft
      @MissMicrosoft  4 місяці тому

      Hi, please check out this guide here, it details the steps to create a fiscal calendar, regardless of your fiscal start month or week start day: buymeacoffee.com/missmicrosoft/e/258842

  • @yadavrajeevkumar
    @yadavrajeevkumar Рік тому

    What if financial year starts from 17th of july every year?

  • @ToniaLNewton
    @ToniaLNewton Рік тому

    This is helpful, but I am new at this. Our FY starts April, How could I get Fiscal Quarter to say Q1-23 and have Jan 24 be in FY 2023 for Q4-23, then how do I use this with a report?

    • @MissMicrosoft
      @MissMicrosoft  4 місяці тому

      Hi, please check out this guide here, it shows you the exact steps to create a fiscal calendar, regardless of your fiscal start month or week start day. So for example if your fiscal period starts on 1 April 2023 it will help you create your fiscal quarter to say Q1-24 and have Jan 23 be in FY 2024 for Q4-24: buymeacoffee.com/missmicrosoft/e/258842 P.S. April is used as the example in the guide, but you can adjust the code for any fiscal period that doesn't start on 1 January.

  • @fruitfulliving1067
    @fruitfulliving1067 11 місяців тому

    Thank you so much!

  • @thamilanban
    @thamilanban Рік тому

    Thank you

  • @christefamily
    @christefamily 5 місяців тому

    Hi could you help me if i want to add column to identified which for Fiscal Year by month ? such as when April 2024 is FY25

    • @MissMicrosoft
      @MissMicrosoft  4 місяці тому

      Hi, please check out this guide here, it details the steps to create a fiscal calendar, regardless of your fiscal start month or week start day: buymeacoffee.com/missmicrosoft/e/258842 P.S. April is used as the example in the guide, but you can adjust the code for any fiscal period that doesn't start on 1 January.

  • @dr.qaisaranjum2155
    @dr.qaisaranjum2155 Рік тому

    Ma'am,
    I have 3 tables in 3 different work sheets of the same work book. One is Main Data Table, 2nd is Block Names with code against each name, and the 3rd is Craft Names with codes against each name of the Craft.
    The problem is that I have to add two columns (Block & Craft) to the Main Data Table on the basis of the codes which are embedded in one of the columns (Registration Number) of Main Data Table .
    In Registration Number Column, the craft and block are embedded in the form of codes which are separated by delimiter dash (-)
    Please write a dynamic power query code.
    I will provide the list of Blocks & Crafts
    The Blocks will remain only 8 in number and wouldn't change but the list of Crafts may change/increase in future. Therefore, if there is any addition in the Craft that should be automatically added.

    Example of Registration Number Column:
    ADHS-SFK-CPWS-01
    ADHS-SHL-KS-01
    ADHS-RAM-CPT-106
    ADHS-SR-CRL-015
    ADHS-PTH-KTS-066
    ADHS-GDB-TAP-217
    ADHS-SKDLA-SZ-07
    ADHS-SKDLB-STP-044
    In the above Registration Number column, the coding for Crafts is as undder:
    CPWS= Copperware Sakhta
    KS= Kani Shawl
    CPT= Carpet
    CRL= Crewel
    KTS= Katas
    TAP= Tapestry
    SZ= Sozni
    STP= Stapple
    and the coding for Blocks are:
    SFK= Safakadal
    SHL= Shalimar
    RAM= Rambagh
    SR= Soura
    PTH= Panthachowk
    GDB= Gadoodbagh
    SKDLA= Saidakadal-A
    SKDLB= Safakadal-B