Date Table New.xlsx (270.0 KB)
The company that I work for was purchased mid year this year. The old company reported on sales results on a normal calendar month while the new one is on a 4,4,5 fiscal month program. So my problem is how to make that transition in power BI. The attached file has a date table that changes the scheme as of 5/1/2019. The rest of the date table prior to that is normal calendar months. I had to do that manually which is fine (you will notice the right most columns have fiscal month info. that becomes different from the calendar month starting 5/24/19.
I have not implemented the new date table yet because I am anticipating that it will wreak havoc with a number of DAX calcs that I have that use ‘sameperiodlastyear’ time intelligence functions. Does anyone know if I will be able to compare future years under the new calendar with prior year YTD type analyses? Any advice on how to make this transition smooth?