Fiscal Year vs Calendar Year

[pastorkc]

I need my reports in PowerBi to show fiscal year (Jul-Jun) instead of calendar year (Jan-Dec).

 

[ranman256]

i have a calendar table that shows the months, but 1 column shows our Fiscal order:
mo, MoName, FiscMo
7, July, 1
8, Aug, 2
9, Sep, 3
etc

join to your data to this table and it will be gathered to your Fiscal Yr.

 

[pastorkc]

Thank you. I tried the table just didn't put the last column as Fiscal month.

 

[jdellasala]

I suggest you watch this video:

If you're using Dates and Quarters, it's likely that it's best to use a Calendar Table. There's a link in the video to a page where you can download a complete Calendar Query that creates the calendar. You just specify the first year of the calendar, how many years you need, and optionally specify the starting month of the Fiscal Quarter.
The Calendar Table will contain all dates from Jan 1 of the earliest year to Dec 31 of the latest year, creating a unique list of dates.
It is easiest to use the Calendar Table with the Data Model and link all the dates in other tables to the Date in the Calendar table and then hiding the dates in the other tables and use only the Calendar dates in consolidation reports. Obviously if you're outputting to a Table with something that has multiple rows with the same date, you wouldn't want to hide those dates.
Regardless, the video and template should provide you with enough of an idea of how to implement a Fiscal Year.

 

[pastorkc]

I suggest you watch this video:

If you're using Dates and Quarters, it's likely that it's best to use a Calendar Table. There's a link in the video to a page where you can download a complete Calendar Query that creates the calendar. You just specify the first year of the calendar, how many years you need, and optionally specify the starting month of the Fiscal Quarter.
The Calendar Table will contain all dates from Jan 1 of the earliest year to Dec 31 of the latest year, creating a unique list of dates.
It is easiest to use the Calendar Table with the Data Model and link all the dates in other tables to the Date in the Calendar table and then hiding the dates in the other tables and use only the Calendar dates in consolidation reports. Obviously if you're outputting to a Table with something that has multiple rows with the same date, you wouldn't want to hide those dates.
Regardless, the video and template should provide you with enough of an idea of how to implement a Fiscal Year.

Awesome Thank you