Forum Discussion
Rolling fiscal year columns
How can I use a date offset type functionality within a sharepoint list where I need fiscal period columns for -1,0,1 fiscal years? Data is queried into a PBI data model where cumulative data needs to be retained year over year by fiscal year and period. It could be a static table or hardcoded logic used to manually assign the current year as 0 each fiscal. This is an interim solution, but looking for a more practical way of managing rolling over fiscal years without adding 12 new columns each year.
1 Reply
- This is difficult to do with pure SharePoint alone - you can add days to date with calculated columns, but if your fiscal year is something like "the first day of June" then this becomes problematic.
It is very straightforward to do in Power BI though, using a date table. Date tables are VERY useful generally in Power BI, so I recommend doing an internet search on those and how they work. If you look for "date table fiscal year power bi" a whole bunch of people have YouTube videos and articles on how to set them up.
