Tag: financial years Power BI

Filtering Data By Custom Fiscal Years And Quarters Using Calculated Columns In Power BI

By Sam McKay, CFA on March 25, 2020February 21, 2020

There can be times when your date tables won’t have the custom fiscal years and quarters that you require as filters for your analysis. In this tutorial, we are going to discuss how you can filter your data by financial or fiscal years and quarters using calculated columns in Power BI. I’ve already seen inquiries

Posted in: Calculated Columns, Date Table, Financial Analytics, financial years Power BI, Fiscal Year Months Power BI, Fiscal Year Quarter Power BI, Power BI Modeling, Power BI Slicers

DAX Power BI Time Intelligence

Sorting Dates By Financial Year In Power BI

By Sam McKay, CFA on September 26, 2019January 23, 2020

Not everyone’s year runs over the calendar dates or the calendar year. It’s very likely that you will want to showcase your reports by financial year in Power BI instead. For instance, your financial year might start in July or in April. Not only that, your quarters will also be in a different order too

Posted in: Financial Year To Date, Financial Years, financial years Power BI, Financial years time intelligence, FYTD DAX, FYTD Power BI, sorting columns, sorting dates