The best Fiscal Year Date Table I have seen. Thanks for taking time to explain the process too

This is like one stop solution...probably the best explanation. Awesome.

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!

Great video Bro, you are the best in explaining with real time scenarios. Thanks a lot for sharing valuable information 👌👌👌

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

Thank you Buddy! you made it to look so easy with multiple options. Really Appreciate!

You rock! This was awesome, thanks for sharing. It’s the first time I’m facing with FY report in my work and with your help it ran tremendously

Nice! Well explianed! Thanks for your time. Mcuh appreciated.

Really Really good Chandeep. I have been looking for someone to explain this step by step. There are videos that explain how to use a Calender but now I understand how to build one so i can customise it for my sue. Thank you very much for taking the time to make this video you have explained it step by step and is a very clear way

Thanks so much..very well presented.. simple to follow.. Thanks

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

Amazing very clear and easy to follow.

Thank you so much!! You made it look so simple and it's easy to follow your explanation! Cheers

Superb implementation on FY... I was thinking different ways but this is simple and easy to create in power bi

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

Thank you so much for explaining this.

Great lesson as always.

Awesome Chandeep! You always make it look so easy :)) Thanks for sharing. Thumbs up!!

Phewww, I finally get it. Thank you!

Thanks for your detail explanation.

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

Wow - that was really excellent - thanks for sharing :)

Tq chandeep , very usefull 👍

Thank you so much for these lessons!

Great video so informative. Thank you for this!

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

Thank you so much very helpful 👍

Great video! Thank you!

thank you providing valuable information

Very well presented and a great resource!

Thank you very much, this was extremely helpful and well explained...your knowledge of DAX is unprecedented/unparalleled/extraordinary....R.E.S.P.E.C.T

Thank you so much!

Brilliant video my friend, really helped me out and I learned a few extras along the way :) Cheers

Great. Thank you.

God bless you Chandeep! Thank you for that video. Take care and stay safe!

Paaji phod diya 💥💥💥📌📌

Awesome work👍

too good. thanks a million. rgds.

Very nice work my friend

Nice Explanation..

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

Amazing!!!!! Thank you so much.

amazing, thanks a lot

Amazing video

Great Video!! How did you create the CY and LY variables? I see you have another video out there regarding variables, but I'm not connecting the dots. Thanks!!

Thank you! :)

very informative

Great !!!!

Great video. Thank you very much.

This video & Chandeep is Brilliant!!

Thanks for sharing. It is really helpful

Finished watching

Awesome content. New follower here!

Great 👍

शुक्रिया I really appreciate your work!

Its very useful for me. Thanks Bro.

Awsome bro

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?

KEEP IT UP!!! MORE POWER BRO

Fantastic stuff Chandeep, God bless you brother

Thank you for sharing the knowledge, I have some other doubts in power bi can we connect ???

This was my interview question Fysical year start from oct to sep I have learned from you Fysical year oct = ADDCOLUMNS( CALENDARAUTO(9), "Monthname1",FORMAT([Date],"Mmm"), "Month1",MONTH(EDATE([Date],-9)), "Quarter","Q-"&CEILING(MONTH(EDATE([Date],-9)),3)/3, "Quarter1",FORMAT(EDATE([Date],-9),"\QQ"), "FY", var CY = RIGHT(YEAR([Date]),2) var LY = RIGHT(YEAR([Date])-1,2) var NY= RIGHT(YEAR([Date])+1,2) Var fiscalyear= IF(MONTH([Date]) >=10, CY & "-" & NY, LY & "-" & CY ) RETURN fiscalyear )

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

THANK YOU

I LOVE YOU BROTHER THANKS A LOT

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

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

Bro 👌

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

Hi. Thank you for the video. With Calendarauto when in visuals, I see the same number for each month-the total for the year. I really just want my cluster bar chart to show me the data in fiscal month order-none the tricks I am trying are working with the calendar function.

Thanks sir, pls guide y we need to create date table. Pls also guide to create relationship with it.

Thanks

Hi Chandeep. great video. Can you expand this concept to working with custom months where months cycle start from 26th and end on 25? e.g 26 Mar to 25 Apr being a month 3? this helps a lot with month end processes.

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.

It is a very informative video, I was looking for a way to create a Fiscal table that is based on the fiscal month ended on the last Saturday of the Month and the following Sunday will be the start of the next month. How could it be done? Please make another video if possible.

In my country financial year end in September 10 (in leap year sep 11) how can create fiscal year,Quarter... Thanks a lot for your awesome video

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

How to link custom Fiscal calendar table to my date table of data source???

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

Hello, Can you help me in writing dax function for getting average for sales for last 3 fiscal year excluding current year. Like If I select year as 2021 it should exclude fiscal year 22 and show average for 21 20 and 19. Thanks your response will be much appreciated

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/

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?

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.

I'm interested to Join the DAX course of you let me know the details of this

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

Hi, can you please help me on how to calculate YOY growth with present and previous fiscal year .

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

**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

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 :)

Trying to calculate CalQtr. Seems to be off. For a Rolloff date of 9/30, the algorithm produces Q2. It should be Q3. FISCAL Year Table (Extended Version)Calendar = //Inputs for fiscal year table VAR WeekStartsOn = "Sun" VAR FiscalStartMonth = 9 //Calendar week starts from Sunday//DAX Expressions RETURN ADDCOLUMNS ( CALENDARAUTO ( FiscalStartMonth - 1 ), "MIndex", MONTH ( [Date] ), "FiscalMIndex", MONTH ( EDATE ( [Date], - FiscalStartMonth + 1 ) ), "CalMonth", FORMAT ( [Date], "mmm" ), "CalQtr", "Q" & CEILING ( MONTH ( [Date] ), FiscalStartMonth - 1 ) / ( FiscalStartMonth - 1 ),//needs fixed "CalYear", YEAR ( [Date] ), "Fiscal Week", VAR FiscalFirstDay = IF ( MONTH ( [Date] ) < FiscalStartMonth, DATE ( YEAR ( [Date] ) - 1, FiscalStartMonth, 1 ), DATE ( YEAR ( [Date] ), FiscalStartMonth, 1 ) ) VAR FilteredTableCount = COUNTROWS ( FILTER ( SELECTCOLUMNS ( GENERATESERIES ( FiscalFirstDay, [Date] ), "Dates", [Value] ), FORMAT ( [Dates], "ddd" ) = WeekStartsOn ) ) VAR WeekNos = IF ( FORMAT ( FiscalFirstDay, "ddd" ) WeekStartsOn, FilteredTableCount + 1, FilteredTableCount ) RETURN "Week " & WeekNos, "Fiscal Qtr", "Q" & CEILING ( MONTH ( EDATE ( [Date], - FiscalStartMonth + 1 ) ), 3 ) / 3, "Fiscal Year", VAR CY = RIGHT ( YEAR ( [Date] ), 2 ) VAR NY = RIGHT ( YEAR ( [Date] ) + 1, 2 ) VAR PY = RIGHT ( YEAR ( [Date] ) - 1, 2 ) VAR FinYear = IF ( MONTH ( [Date] ) > ( FiscalStartMonth - 1 ), CY & "-" & NY, PY & "-" & CY ) RETURN FinYear, "CalWeekNo", WEEKNUM ( [Date], 2 ), "Weekend/Working", IF ( WEEKDAY ( [Date], 2 ) > 5, "Weekend", "Working" ), "Day", FORMAT ( [Date], "ddd" ), "CustomDate", FORMAT ( [Date], "d/mm" ) ) Calendar Month looks correct for Rolloff Date - Sep. But CalQtr should be Q3 instead of Q2.

Thank you so much for video. I have created my own model and followed your steps in setting up my own fiscal year. However, when I generate a report from Build Visual using Table, the financial year (FY) respects the order of the year, but when convert the same Table to Clustered Column Chart, the charts sort the bar starting with highest to the lowest observations. What could be reason for that ? Im confused now. Please help

Hi when I run the same thing on my laptop it shows an error on the second line kindly help

How to edit this table in query editor

Could you please send me Fiscal Year Calendar formula for AUS

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

Hello Sir, thank you for sharing such a wonderful thing, if you do it than Month not coming in series eg. April Than May than June coming in chart

How many days it will taken to learn DAX from start to end..how much amount we pay for this

Hi Bro, Could you please tell me how to sort quarters in order in Power BI if we select multiple years at same time, currently it is showing in order only for one year(Q122,Q222,Q322,Q422), if i select multiple years at same time the quarter order is not correct. expecting order like consider if we select FY22 & FY23 it should look like Q122, Q2'22,Q3'22,Q4'22,Q1'23

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

CAN YOU CREATE A CUSTOM DATE FILTER FOR FISCAL YEAR