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Convert fiscal year and month into a calendar date (FY to CY)

Anonymous
2024-08-22T21:19:20+00:00

Hello,

I've been scratching my head for the following problem:

I have two distinct columns in Excel. One is the fiscal year and another depicts the fiscal month (period). How to I convert these into a calendar date in MM/DD/YYYY format in Power BI (preferably) or Excel? E.g. FY 2023 | Period 7 | 10/31/2023

DD as the last day of the month. Fiscal year starts April 1st, no joke.

Fiscal Year Period
2023 7
2023 8
2023 9
2023 10
2023 11
2023 12
2024 1
2024 2
2024 3
2024 4
2023 1
2023 2
2023 3
2023 4
Microsoft 365 and Office | Excel | Other | Windows

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  1. HansV 462.6K Reputation points
    2024-08-22T21:36:39+00:00

    For the first day of the calendar month:

    =DATE(Fiscal Year, Period+3, 1)

    For the last day of the calendar month:

    =DATE(Fiscal Year, Period+4, 0)

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  2. Anonymous
    2024-08-22T22:44:06+00:00

    The DAX formula is perfect and makes the data easier to update. Thank you so much! Edit: I'm realizing that the date for fiscal periods 10 through 12 aren't correct. The fiscal year may be 2023, but the calendar year should be +1. E.g. FY 2023 | Period 10 | Calendar Date 1/31/2024

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  3. Anonymous
    2024-08-22T22:22:30+00:00

    BTW

    Another formula solution

    =EOMONTH(DATE(A2,IF(B2<10,B2+3,B2-9),1),0)

    Regards

    Jeovany

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  4. Anonymous
    2024-08-22T22:14:25+00:00

    Hi Breanna

    Here is a Power Query solution

    Please, upload the table to PQ and add a Custom column with the formula

    =Date.EndOfMonth(#date([Fiscal Year],if [Period] < 10 then [Period] +3 else [Period]-9,1))

    As indicated in the picture below with the values you provided.

    I hope this helps you and gives a solution to your problem

    Do let me know if you need more help.

    Regards

    Jeovany

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  5. Anonymous
    2024-08-22T22:01:22+00:00

    Thank you so much!

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