Switch Between Calendar and Fiscal Year in Power BI
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- Опубліковано 6 лип 2024
- More often than not you'll come across scenarios that require you to toggle between regular calendar year and fiscal year. In this video I'll share how to do just that.. enjoy!
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Download PBIX - www.goodly.co.in/wp-content/uploads/2021/10/Switch-Between-CY-and-FY.zip
I think this is brilliant...I'm going to try to expand on this by layering in multiple fiscal year options for clients....Thanks for this. This is the best option yet!
Wonderful workaround. Thanks a lot for sharing
Happy New Year Chandeep,
Thanks for the video. You are very helpful. 👏
Great one...👍🏻
Thanks Chandeep! TREATAS is new for me. Thanks for showing how to implement this technique.. very helpful :)) Thumbs up!!
What are alternatives to the solution you presented? Is it possible to use Calculation Groups for that?
Hi Chandeep, every issue that i face, i have an answer from you. You find solutions for the practical issues. I don't know how i can be thankful to you.
Good explanation
Very nice video. Is this treatas function same as userelationship function?
You are Awesome... Is there any discount on your course Mastering DAX ?
@Goodly But why not use a standard relationship in the model? What's the difference between the standard and dynamic relationship?
Great video! I implemented it. I just have one question though. How do you implement the sorting?
If i wanna do it PowerBI complains that I cant sort a column based on another column (sort) that has multiple values for the column that should be sorted. Makes sense, but I haven't figured out a way around it.
Hi, Great Video! I want to calculate last year using calendar switch. How to calculate last year value?
Great video ! It´s something that´s useful with any custom calendars. Instead of creating separate pages this would allows for you to keep the page the same. A nice addition would be to see a slicer that filters on a year, and either filters on calendar year or fiscal year.
Perhaps a calculation group would be useful to achieve that.
Cheers,
Rick
Good point!
Hi your instructional videos have very useful and you are excellent on how yow explain and create In Power Bi. I have seen the video on Fiscal year YTD and applied to one of my reports and also need to add FISCAL QTD and FISCAL MTD. I would appreciate if you create one video. Best regards
I need to know how to handle when your input files have subtotal and total
Have dataset with month column ( text format). How to display in report starting with April month considering Fiscal year (April to March).
A nice addition would be to have the proper Quarter generate when selecting Fiscal or Calendar for a particular year
Can you use a single calendar that has both CY and FY columns? The CY column is the regular date, and the FY column as a derived column from the regular date.
Hi when i am using giscal year date in table and use date hierarchy them it is showing normal date and fiscal year
This is very useful and the concepts you explain are clear, although there is one measure in the sales table "Sales Base Measure', how did you write that measure ? Thank you
I guess the Sales Base Measure is = SUM ( Table[Sales Column] )
Hi, i found the following article :"Calculate Fiscal Week in Power BI" from you - Outstanding and saved me hours of work.
Is it possible to do a short video wrt this article.
Where i am stuck is, in the IF statement after the VAR "FiscalStartMonth" you have "1" - I don't understand this.
Thanks! I'll try.. can't promise
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.
Hi Chandeep,
Thanks for the video. You are very helpful.
I have one quick question for you, please...
I have a fiscal date table setup in my PowerBI. I'm trying to do Y/Y calculations with the SAMEPERIODLASTYEAR function. The function itself works, but, given that our fiscal year doesn't start on the exact same day every year, I'm running into an issue.
I.e., FY21-Q1 began on February 1st, 2020 whereas FY22-Q1 began on January 30th, 2021. For my Y/Y calculations, PowerBI obviously doesn't consider this... So, PowerBI compares January 30th, 2021 to January 30th, 2020 rather than February 1st, 2020. Instead of comparing exact dates to exact dates, I want to compare Day 1 of Week 1 of Quarter 1 of FY21 to Day 1 of Week 1 of Quarter 1 of FY20... Does this make sense?
Any ideas?
I have understood your problem. Can youplease send me some dummy data, I'll try to do a video on this.
goodly.wordpress@gmail.com
@@GoodlyChandeep Sorry, I’m afraid my company is very strict when it comes to sending Excel and PowerBI files to external email addresses. I don’t have PowerBI on my personal computer, so this is not an option either…
Please let me know if there is anyway else I can help because I am desperate to solve this problem.
Sir I am huze FAN of yours
Sir, I have a query I want to make a physical calendar according to monthno selected like
When I will select 4 then physical calendar start from april and current year (suppose april '22 to march'23)
suppose I select 7 then start from jul
Suppose I select 10 then physical calendar start from oct ( make sure month and month no start from as per selected month like april then month no april 1 )
How to calculate growth if only available
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