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cn4422's avatar
cn4422
Icon for Helper V rankHelper V
1 year ago
Solved

Date Slicer Showing Previous Quarter

Hi,

 

I would like to create a dynamic slicer that automatically is set to and shows the previous quarter.

I have a date table but I'm not quite sure how to accomplish this. Probably with a DAX formula?

 

Here is the link to the example data:

Sample Data 

 

Thx for your help! 😊

 

  • Anonymous's avatar
    Anonymous
    1 year ago

    Thanks for the reply from sjoerdvn , please allow me to provide another insight:

    Hi, cn4422 

    I offer you two options to achieve this need:

    1.First, use the quarter and year of the auto-date as the slicer, as shown in the following image:

    The downside is that you need to manually go to the click.

    2.Second, use the following measure:

    MEASURE = 
    IF (
        QUARTER ( MAX ( 'Datum'[Date] ) )
            = QUARTER ( TODAY () ) - 1
            && YEAR ( MAX ( 'Datum'[Date] ) ) = YEAR ( TODAY () ),
        1
    )

    And apply it to the visualization:

    Please find the attached pbix relevant to the case.

     

    Best Regards,

    Leroy Lu

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

8 Replies

  • sjoerdvn's avatar
    sjoerdvn
    Icon for Solution Sage rankSolution Sage

    I usually add "relative" calculated columns to the date dimension table. So "relative quarter" would be 1 for next quarter, 0 for the current , -1 for the previous and -2 for the quarter before the previous etc. Likewise for year, month, week and day. This way you can also easily report on the last 3 months.

    • cn4422's avatar
      cn4422
      Icon for Helper V rankHelper V

      Thanks for your reply! 

       

      I'm not 100% sure how to do this...

      Should I add a new Column into the date table (the one from the sample data) - or do I need to create a new dimension table where I put the "relative quarter"?

      • sjoerdvn's avatar
        sjoerdvn
        Icon for Solution Sage rankSolution Sage

        Can't download the sample data (link is blocked) but the column(s) must be added to the existing date dimension table.

  • sjoerdvn's avatar
    sjoerdvn
    Icon for Solution Sage rankSolution Sage

    In Table view, select Table Tools and "New Column" Then add the definition below

    Relative quarter = 
    VAR rq = QUARTER([date])
    VAR tq = QUARTER(TODAY())
    VAR ry = YEAR([date])
    VAR ty = YEAR(TODAY())
    RETURN rq - tq + 4 * (ry - ty)
    • cn4422's avatar
      cn4422
      Icon for Helper V rankHelper V

      Hi sjoerdvn !
      Thanks for the clarification, that worked pretty well! 👍😀