DAX Fiscal Year Column Measure

Adds a fiscal year column to the Date table for businesses whose year doesn't start in January.

Dates and CalendarIntermediatefiscal yearcalculated columncalendar

DAX code

Fiscal Year =
VAR FiscalYearStartMonth = 7 -- change to your fiscal year's actual start month
VAR CalendarYear = YEAR('Date'[Date])
VAR CalendarMonth = MONTH('Date'[Date])
RETURN
    IF(CalendarMonth >= FiscalYearStartMonth, CalendarYear + 1, CalendarYear)

Generate a Power BI date table

Notes

This is a calculated column on the Date table, not a measure. Set FiscalYearStartMonth to 1 if your fiscal year matches the calendar year.

Requirements

How to use this measure

  1. In Power BI Desktop, select the table that should hold the measure and choose New measure on the ribbon.
  2. Paste the code, then replace the placeholder table and column names with your own. The My table names fields above do this for you.
  3. Run it through the DAX Formatter if you want it laid out in your team's style.

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