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angie9127's avatar
angie9127
New Member
3 years ago
Solved

Condition for month/year not working

Can anyone help with this formula? I created a new column in my calendar table to name the quarter as follows. The first block works well, but when it has to look for the month again, it stops working and leaves everything blank as if there were no more conditions to look for.

 

FiscalQtr =
    IF(MONTH(Calendario[Date])in{10, 11, 12},
        IF(YEAR(Calendario[Date])in{2021},"FY2021Q3",
        IF(YEAR(Calendario[Date])in{2022},"FY2122Q3",
        IF(YEAR(Calendario[Date])in{2023},"FY2223Q3",
        IF(YEAR(Calendario[Date])in{2024},"FY2324Q3",
    IF(MONTH(Calendario[Date])in{1, 2, 3},
        IF(YEAR(Calendario[Date])in{2021},"FY2021Q4",
        IF(YEAR(Calendario[Date])in{2022},"FY2122Q4",
        IF(YEAR(Calendario[Date])in{2023},"FY2223Q4",
        IF(YEAR(Calendario[Date])in{2024},"FY2324Q4",
    IF(MONTH(Calendario[Date])in{4, 5, 6},
        IF(YEAR(Calendario[Date])in{2021},"FY2021Q1",
        IF(YEAR(Calendario[Date])in{2022},"FY2122Q1",
        IF(YEAR(Calendario[Date])in{2023},"FY2223Q1",
        IF(YEAR(Calendario[Date])in{2024},"FY2324Q1",
    IF(MONTH(Calendario[Date])in{7, 8, 9},
        IF(YEAR(Calendario[Date])in{2021},"FY2021Q2",
        IF(YEAR(Calendario[Date])in{2022},"FY2122Q2",
        IF(YEAR(Calendario[Date])in{2023},"FY2223Q2",
        IF(YEAR(Calendario[Date])in{2024},"FY2324Q2"))))))))))))))))))))
  • Hi angie9127 ,

    Try this:

    Your column = 
    SWITCH(
        TRUE(),
        MONTH('Date'[Date]) in {10,11,12},"FY"&RIGHT(YEAR('Date'[Date])-1,2)&RIGHT(YEAR('Date'[Date]),2)&"Q3",
        MONTH('Date'[Date]) in {1,2,3},"FY"&RIGHT(YEAR('Date'[Date])-1,2)&RIGHT(YEAR('Date'[Date]),2)&"Q4",
        MONTH('Date'[Date]) in {4,5,6},"FY"&RIGHT(YEAR('Date'[Date])-1,2)&RIGHT(YEAR('Date'[Date]),2)&"Q1",
        MONTH('Date'[Date]) in {7,8,9},"FY"&RIGHT(YEAR('Date'[Date])-1,2)&RIGHT(YEAR('Date'[Date]),2)&"Q2"
    )

     

3 Replies

  • Hi angie9127 ,

    Try this:

    Your column = 
    SWITCH(
        TRUE(),
        MONTH('Date'[Date]) in {10,11,12},"FY"&RIGHT(YEAR('Date'[Date])-1,2)&RIGHT(YEAR('Date'[Date]),2)&"Q3",
        MONTH('Date'[Date]) in {1,2,3},"FY"&RIGHT(YEAR('Date'[Date])-1,2)&RIGHT(YEAR('Date'[Date]),2)&"Q4",
        MONTH('Date'[Date]) in {4,5,6},"FY"&RIGHT(YEAR('Date'[Date])-1,2)&RIGHT(YEAR('Date'[Date]),2)&"Q1",
        MONTH('Date'[Date]) in {7,8,9},"FY"&RIGHT(YEAR('Date'[Date])-1,2)&RIGHT(YEAR('Date'[Date]),2)&"Q2"
    )

     

    • angie9127's avatar
      angie9127
      New Member

      Thanks J.Payeras - this really helped solving the problem. 

  • Hi again angie9127 ,
    Or this:

     

    Your column ii =
    "FY" & RIGHT ( YEAR ( 'Calendario'[Date] ) - 1, 2 ) & RIGHT ( YEAR ( 'Calendario'[Date] ), 2 ) 
    & "Q" & IF ( QUARTER ( 'Calendario'[Date] ) = 1, 4, QUARTER ( 'Calendario'[Date] ) - 1 )