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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Common Math problem: for calculating Fiscal Quarter Offset

I need help to use a M formula to calculate [Fiscal Qtr Offset], based on [Fiscal Mth].  Would really appreciate if you can help!

 

Fiscal yearFiscal MthFiscal Qtr Offset
F20191-5
 2-5
 3-5
 4-4
 5-4
 6-4
 7-3
 8-3
 9-3
 10-2
 11-2
 12-2
F20201-1
 2-1
 3-1
 40
 50
 60
 71
 81
 91
 102
 112
 122
F202113
 23
 33
 44
 54
 64
 75
 85
 95
 106
 116
 126
  • Anonymous's avatar
    Anonymous
    6 years ago

    Thanks for the suggestion v-frfei-msft 

    I have a much larger date table generated using PQ, so I was hoping to look for a PQ solution.

     

    I was able to solve the issue - hope this will help others in the future:

    = Number.RoundDown(((Date.Year([Date]) - Date.Year(CurrentDate)) * 12 + Date.Month([Date]) - Date.Month(CurrentDate)) / 3, 0)​

3 Replies

  • VasTg's avatar
    VasTg
    Icon for Memorable Member rankMemorable Member

    Anonymous 

     

    Need little more explanation on how you are generating Fiscal Qtr Offset? The Current quarter will always be -1?

  • v-frfei-msft's avatar
    v-frfei-msft
    Icon for Community Support rankCommunity Support

    Hi Anonymous ,

     

    We can achieve that by DAX.

    offset = -6+CALCULATE(DISTINCTCOUNT('Table'[qtr]),FILTER(ALL('Table'),'Table'[Date]<=EARLIER('Table'[Date])))

     

    Pbix as attached.

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thanks for the suggestion v-frfei-msft 

      I have a much larger date table generated using PQ, so I was hoping to look for a PQ solution.

       

      I was able to solve the issue - hope this will help others in the future:

      = Number.RoundDown(((Date.Year([Date]) - Date.Year(CurrentDate)) * 12 + Date.Month([Date]) - Date.Month(CurrentDate)) / 3, 0)​