142 votesKristian Strub commented
Hi there. While I agree that there should be some easy setting to adjust FY settings other than Jan-Dec, if you are already setting up a date table either that you link to your data set or configure using a calculated table, you can do this quite easily on your own, with just a little DAX.
Here is one I use to create a column reflecting my organizations FY (July-June):
DateFY = IF(DateKey[DateMonthNumber] > 6, DateKey[CY Year] + 1, DateKey[CY Year])
After setting up a calculated date dimension table with a Calendar Year column and a month number column, you realign your Fiscal Year, as shown above. If you are working with very large datasets, might be best to configure a date dimension table in another source, and connect to it to save on memory consumption.
Of course, as calculated column value, you can use it as a filter or use is as your configured Fiscal year, Fiscal quarter, month, and day values in your shared axis of a graph to customize your drill down.
It's a bit more complicated than it needs to be, and it would be nice to be able to just adjust the native setting in your Power BI Desktop to have your date values reflect your FY FQ needs, but give the above a try. It works well enough for me!
30 votesKristian Strub commented
Yes! There does not seem to be a work around for this either. I even color filled my charts and graphics on the report, but when you pin as a tile, it doesn't bring over the background color fill. Just the plain white default...
It will bring over the bar and line colors, and the like, but not the color fill? This would be great to add aesthetic improvements, and as mentioned, company branding.
2 votesKristian Strub shared this idea ·