Deepak on 06 Feb 2017 16:27:11
I think BI calculate first quarter as Jan to Mar, but many country use FISCAL YEAR as April as starting month. If user want to change FISCAL YEAR starting month, its not easy to him.
That's why I want suggest please make easier to this for users.
- Comments (3)
RE: If User can change default FISCAL YEAR starting month & end month
This idea should be merged with an older suggestion that has more votes and covers the same topic.https://ideas.powerbi.com/ideas/idea/?ideaid=c58ddf2d-959f-4618-a617-4937c730c224
RE: If User can change default FISCAL YEAR starting month & end month
I have explored all the threads related to Fiscal Year/Qtr and Period in PowerBI. The majority of them suggest using the Date calendar. But this calendar does not work, if we have multiple dates in a data source e.g., "Invoice date", "Order date" and "Ship date" in the data table, 3 different users of the dashboard would like to analyse based on a different date and they all want it in Fiscal format. They cannot do it. Either they have to create 4 different columns and build a hierarchy for each field or have multiple Date tables. Not all business users can build difficult DAX formulas. They complain that they are not IT programmers.
End (PowerBI service) users cannot use "USERELATIONSHIP". End users cannot enter or build the formula to select the particular date.
It would be a great help if you have FiscalYearoffset like Spotfire. If we set offset as -3 (Document property) for example, the application understands that October is the 1st period of a new fiscal year. Something like this - date property, which we can easily select. Thank you.
RE: If User can change default FISCAL YEAR starting month & end month
Hi,
An alternative though is to create a measure that sorts months. See below Code:
Date Time Added Month Order = SWITCH(MONTH(CRM[Datetime Added]),
6,1,7,2,8,3,9,4,10,5,11,6,12,7,MONTH(CRM[Datetime Added])+7)
Status Chnage Date Month Order = SWITCH(MONTH(CRM[Status Chg Date]),
9,1,10,2,11,3,12,4,MONTH(CRM[Status Chg Date])+4)
But sadly you have to do this for each date field in your data set.
it would be great if there is an option to specify the start of the Financial, Academic, or business year. For my University it starts on September.