A family of Microsoft spreadsheet software with tools for analyzing, charting, and communicating data.
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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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 |
A family of Microsoft spreadsheet software with tools for analyzing, charting, and communicating data.
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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
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
Thank you so much!