Fiscal Year Help Wanted

kaia2001

New Member
Joined
Sep 7, 2018
Messages
17
Office Version
  1. 2013
Platform
  1. Windows
Hi all,

I am in a serious quandary! I have searched the internet and I cannot locate a clear solution to adding a column (or multiple columns) in Power Query that will calculate the Year, Quarter, Month, Week according to our clients fiscal year. I have created a dashboard according to the calendar year however I need to alter the visuals to display the data in alignment with their FY. The rules of their calendar are as follows.


  1. First day of the FY is July 1st, 2018
  2. First week of the Fiscal week is the week containing July 1st (for their 2019 FY it is May 25, 2019 -July 1, 2018)
  3. Monday is the beginning of the week
  4. They are on a 445 calendar


Please if anyone can shine light on this or at least get me off to a goo start I would greatly appreciate it.
 

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Cross posted https://www.excelguru.ca/forums/showthread.php?9369-Fiscal-Year-Help-Wanted

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