Master Power BI: Create Your Own Easy Fiscal Year Calendar

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In this Power BI tutorial, I'll guide you through the hassle-free process of creating a fiscal year calendar. Whether you're a data analyst or Power BI enthusiast, this step-by-step guide is perfect for beginners and experienced users alike.

Having a fiscal year calendar is crucial for meaningful data analyses and decision-making. With this simplified approach, you'll master the art of building a fiscal year calendar in Power BI without any complications.

By the end of this tutorial, you'll have a fully functional fiscal year calendar ready to enhance your data visualization skills.

Let's dive in and create an easy fiscal year calendar in Power BI!

Please download the practice file here:

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Great video with easy to follow instructions. Well done.

Patrick-cwxd
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Thank you so much . This has saved my life

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

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

sakshibhandari
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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

ashphotography
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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 ?

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

yadavrajeevkumar
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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?

ToniaLNewton
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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

christefamily
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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

dr.qaisaranjum