How to create a Fiscal Year Date Table in Power BI? Simple & Easy Way | Power BI |BI Consulting Pro

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.

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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

[sluxhid]

Very Helpful video!!!!
Thank you very much

[careyjohnson]

You explain this very well. Thank you so much!

[rsa_zwifter]

Hi there, thank so much for this video. Very helpful.

[yogeshbalwani]

How can I calculate qtd, previous qtd numbers with custom calendars . Please make a video on that as well

[TheAztexan]

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.

[zachmorgan]

This was extremely helpful, could you please explain how to create a DATEQTD Dax function on this table?

[mesfinzewdu]

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.

[TomPerger]

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."

[abhijnacv]

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!

[jlemerre]

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

[RehanShaikh-iphh]

Thanks. Could you pls also show how to add fiscal week

[shanestocks]

But when I try YTD it still goes from Jan 1st?

[ybbrandsandads]

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

[Thebestjess]

How do you make the fiscal year show as FY2023

[porschereynolds]

For the Fiscal Year column, is it possible to get this in a data type of "date" as opposed to "text"?

[ManjeetKaur-kirs]

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?

[vishalnasre]

Can we use calender function instead of calenderauto ?

as in my case calenderauto is starting from year 1899

[munirajbhardwaj]

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

[sinawer]

Hey, I was trying to download your file but the link doesn't work