Power BI - Custom Fiscal Calendars (plus cool formatting tricks)

Learn how to create a custom fiscal calendar using the (DAX) EDATE function in Power BI. Also, see some useful techniques for beautifying your DAX code and creating custom month display names. Learn how to make simple "normal" calendar tables using the CALENDARAUTO function and automatically discover the newest or oldest dates in a dataset using the LASTDATE and FIRSTDATE functions.

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https://www.bcti.com//wp-content/YT_D...

00:46 Creating a Custom Fiscal Calendar Using the EDATE Function
01:36 Calculating the Fiscal Year (Overview)
02:06 Calculating the Fiscal Quarter (Overview
02:35 Calculating the Fiscal Month (Overview)
02:51 Creating the BASE Calendar - Techniques
03:28 All Functions (Overview)
04:20 Preview the Data (Tab Delimited File)
04:36 Bring Data Into Power BI Using Power Query
04:51 Understanding Calendar Best Practices
05:10 Create a Calendar Using the CALENDARAUTO Function
06:33 Making Fiscal Adjustments in CALENDARAUTO
06:56 Create a Calendar Using the CALENDAR Function
07:22 Creating Dates Using the DATE Function
08:03 Discovering Dates Using FIRSTDATE and LASTDATE Functions
08:50 Capturing the Year of the Oldest Date
09:33 Capturing the Year of the Newest Date
10:13 Formatting DAX Formulas Using DAXFORMATTER.COM
10:54 Data Typing and Formatting the Core Dates
11:17 Creating a "Normal" Year Field
11:46 Creating a Fiscal Year Field Using the EDATE Function
12:34 Creating a "Normal" Quarter Field
12:57 Creating a Fiscal Quarter Using the EDATE Function
13:41 Creating Customized Quarter Labels
14:02 Creating the "Normal" Month
14:18 Creating a Fiscal Month Using the EDATE Function
14:59 Creating Pretty Month Names Using the FORMAT Function
15:46 Testing the Fiscal Dates in a Visualization
15:48 Hiding the "Support" Fields
16:42 Changing the Default Summarizations of Number-based Fields
17:11 Building the Table Visualization
18:16 Recapping the Video Mission