Fiscal Year Date Table in Power BI

New to using this fiscal year table so pretty green
question. How can I link the date to this table?

Great video. Thank you.
Is it not easier to do it in Power Query with less complications?

Great approach ... may I ask however, when say the list generate a day on 31/7/2023 and how is it shown as 3 months back when there isn't a 31/4/2023 ? Would it push to 1/5/2023 instead which is the same a the original date 1/8/2023 and pushing 3 months back please?

Thank you so much!

By far the best training video I've ever seen, and I've seen a lot of them in my 30 years in the industry. Well done, Chandeep!
Enough detail in explanations AND good pace.
Thank you!

Bro 👌

Thank you so much for explaining this.

CAN YOU CREATE A CUSTOM DATE FILTER FOR FISCAL YEAR

HI, I would like to ask you how do I create FY based on specific dates, for example, Aug 2023 should be between - July 30th - Sep. 2nd , that is how my company is using the months, full weeks, many thanks in advance for your help :)

Phewww, I finally get it. Thank you!

Hi need your help , fiscal year formula is not working :(

Finally, I learned how to make a calendar. Thank You!

Thanks for sharing. It is really helpful

Thanks a lot man, God bless you, this is helpful, has helped me in a great way.

Great job.

Could you please explain how to parameter the date range in direct query and use in slicer. Perhaps end user may have consumer access he would not be able to change parameter in power bi service

Great Video sir.....Really learned a lot...As i am from Nepal so we have our own calendar month name as Shrawan Bhadra etc......To relate this month our main fiscal year start with particular date and end with particular date and the same problem with month.......How can i solve this problem to get my sales and profit analysis month by month year by year as per nepali calendar month........Eagerly waiting for your reply sir

I had a question, the fiscal year that my company works on starts on different calendar dates. Suppose 28th march 2022 would belong to the Fiscal Month - 4. In a case like this I am having a tough time calculating the MTD to compare it with the previous year. If you could help me out. Thank you

Best explanation so far..so same way we can get current quarter and next quarter by replacing year by quarter?

Hi , How would you calculate YoY by Qtr if the data has only one field having values in the format "Q1-FY23" so in this case i need to compare Q1-FY23 against Q1-FY22, there is no other date field date field here.

**Really very helpful this Video and I have one scenario like need to show as completed where Quarter and half year is completed
Q1,Q2&Q3 = completed
Q4&Q5 = Not completed
Is there way that we can create logic for this, please help on this and thanks in advance

Anyone got ERROR straight after in Column 2 ? after typing the FORMAT?

This video & Chandeep is Brilliant!!

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

Calendar auto doesn't work for me. It says multiple values supplied where single value expected

THIS IS THE BEST EXPLANATION I HAVE EVER SEEN. PLEASE KEEP UP THE GOOD WORK.

How do I deal with the lines that do not have dates, are blank? The dates will be in the future. Applying the formula works great for the cells that have information, for the black cells it returns -1 . How do I fix it ?
Thanks

thank you providing valuable information

THANK YOU

I'm getting syntax errors, so if someone could help that would be greatly appreciated - here is what I have:
FY =
VAR CY =
(RIGHT(YEAR('Calendar'[Date]), 2)
VAR LY =
(RIGHT(YEAR('Calendar'[Date]) - 1, 2)
VAR NY =
(RIGHT(YEAR('Calendar'[Date]) + 1, 2)
VAR FiscalYear =
IF(
MONTH('Calendar'[Date]) >= 9,
CY & " - " & NY,
LY & " - " & CY
)
RETURN
CY

I am having issues with the proper month sort order. PowerBi will not permit me to use the month sort order column to put the months in order

शुक्रिया I really appreciate your work!

Very well presented and a great resource!

Thank you my friend, it helped me a lot !!

Chandeep. A great video. By any chance is there a way to create a similar Fiscal Year calendar table in Power Query?

hi Goody, let me say first that your teachings are just above the rest, seriously. Goody, somehow calendar auto keeps bringing all the dates from the beginning of the last century 1899 or so. It just doesn't pick the dates from my data's date columm. Why do you think this is happening?

Once user selects Fiscal or Calendar option. The 3 drop downs for year, quarter and month will populate dynamically based on the selection. User should be able to view yearly, quarterly and monthly for both views.... tips to do this/

Fantastic stuff Chandeep, God bless you brother

Its very useful for me.
Thanks Bro.

Thank you so much!! I was trying to do that for some hours ultil find your video!! The best Explanation. Awesome!!

Great video! Thank you!

Awesome content. New follower here!

Great video. Thank you very much.

Thank you so much for these lessons!

Super video. Absolutely brilliant. Thank you for this great solution!

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.

Really interesting and enjoyable, and really clever use of ceiling, I have tried just dividing Month[Date] /3 ,
So just for financial quarter ;
VAR A = ROUNDUP( MONTH([Date])/3 ,0)-1
VAR B = IF(A = 0, 4, A )
RETURN B ,
Works fine for excel , ( not the var part) and Pivot data model but no in Power Bi, any thoughts?

Thanks

Hi Thank you , question i have pms file i want to know is there any way to excel calculate by own and find 3rd date between start and finish date with formula and gives best match date between 2 start and finish date , it's example that can expand for 1000 tasks
Imagine i have 3 tasks with 5 days duration start is 1/1/22 and finish is 1/12/22 so first task start 1 day and 3rd task start 1/7/22 now I want excel calculate and find best date between in 2 tasks that must be 1/4/22
Now is there anyway excel calculate and find this date, this is can use for 1000 tasks more or less that I need to find it
1000000 tnx if you help me 🌹🌹🌹🌹
Thank you 🌹🌹