Relationship for Fiscal Calendars

[deep6blue]

Have tried searching and going through prior posts, but cannot find an answer. There are many videos explaining how to create a fiscal table. But none of them explain HOW to use it. What relationships should I be using, what formats etc...

We have a basic table with dates and numbers. I created a Fiscal Calendar Table. However, I'm missing something. I just can't get the chart to display our October to September fiscal year. 

Still new at this. But where have I gone wrong? With the basic data, it really doesn't get simpler. Help.

If you can link to a video that details it, please do. 

  

 

 

[deep6blue · Accepted solution]

Ok, figured it out. It was the direction of the relationship. In this video, https://youtu.be/LZPlT-SXrsk, the instructor explains it's a 1 to many FROM the fiscal calendar.  I was trying it backwards and every way else.  

[sevenhills]

Optional info: To begin with:

In the data model, there are tables with a lot of textual data. In technical layman’s terms, one end contains a lot of transaction data, while the other end contains unique data. Once you understand and relate these concepts, working with data becomes much easier.

Transaction data is typically called "facts" in Power BI, even though "Facts-Dimension" is a data warehousing terminology. Unique values that link the transaction data are typically called "dimensions."

The relationship is one-to-many from the unique values table to the many transaction data tables.

I’m not sure if you have a technical background, so I shared this optional info for beginners approaching Power BI. As you become more familiar, you can learn the real technical definitions

[sevenhills]

Something is wrong, you cannot have many to many between Fiscal date table to transaction data table.

Create a Date Table with Fiscal columns:

Creating Fiscal Calendar: You did mention that you already did but your relationship shows many to many, hence providing these links:
https://pragmaticworks.com/blog/dynamic-fiscal-year-date-table-using-dax-in-power-bi
https://stoneridgesoftware.com/how-to-create-calendar-tables-in-power-bi-with-fiscal-year-selection/ 

https://docs.rapidplatform.com/docs/Rapid/Developer%20Manual/Reporting/Handy%20Tricks/creating-a-fin...

https://www.sqlbi.com/articles/reference-date-table-in-dax-and-power-bi/

How to use it?

Use the Fiscal Columns (and Date being common is the only exception). Like in your case, you have to use Fiscal Year, Fiscal Month (or) Fiscal Year and Calendar Month, depending on how you model it and your needs are.

Tip: You cannot use Calendar Year column.

Hope this helps!