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Hi Graham that looks great! That's very similar to the solution we came up with as well. In our Foundations report, we declare a variable to represent the fiscal start month (this would be the calendar month, which in your case would be 7): VAR FiscalStartMonth = 7 We treat the original "date" as ...

Hi Morgan, are there any specific KPIs you are tracking? Additionally, are you loading closing balances into Vena or the month-over-month deltas? Looping in @Shivam Raval as the SME. ------------------------------ Anton Medvedev Consultant Vena Solutions ------------------------------

It's a really common use case, the way we've accounted for this in the Foundations dashboard is by adjusting the Fiscal Date generated by the CALENDAR() function by the fiscal start month. Let's say your fiscal start month is March, we would adjust the Fiscal Date by 2 months and create a new column, ...

Hi Glen, That's a great question, you always want to make your Power BI schema as flexible as possible, one trick is to use the a combination of MIN(), MAX(), and DATE() something like: CALENDAR( CalendarStart = DATE(MIN('values'[Year']), 1, 1),  CalendarEnd = EOMONTH(DATE(MAX('values'[Year']), ...

Hi Everyone!   I'm Anton, a Product Manager on the Data Insights team here at Vena. I've been at Vena for 4 years, working as a consultant followed by some solution management work before taking on my current role. Before my time at Vena, I worked in corporate finance, specializing in FP&A and predictive ...