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Ackbar-Learner
Resolver I
Resolver I

Calculate First Day of Fiscal Week, Month and Quarter based on date selected

Hi I have a date range selector as below.  

AckbarLearner_1-1681470606170.png

 

Using below dax, I get the "ToDate"

02DateTo = max(BudgetCalendar[Date])

 

Now I wish to retrieve the first date of that fiscal week, month and quarter of that "ToDate"

 

For example, if 04-Oct-23 is selected as ToDate, the corresponding fiscal week will be 40, fiscal month 10 and fiscal quarter 4.

 

I need a dax measure that will tell me the start date of week 40, fiscal month 10 and fiscal quarter 4. Please note that fiscal week, month and quarter might not necessarily start on the 1st of each month.

 

AckbarLearner_2-1681470667764.png

 

Thanks in advance

 

1 ACCEPTED SOLUTION

Try

First day fiscal quarter =
VAR CurrentQuarter =
    LOOKUPVALUE (
        'Budget calendar'[Fiscal year quarter],
        'Budget calendar'[Date], [02DateTo]
    )
RETURN
    CALCULATE (
        MIN ( 'Budget Calendar'[Date] ),
        REMOVEFILTERS ( 'Budget Calendar' ),
        'Budget Calendar'[Fiscal year quarter] = CurrentQuarter
    )

View solution in original post

4 REPLIES 4
johnt75
Super User
Super User

You can use

Start Fiscal Quarter =
CALCULATE (
    MIN ( 'Budget Calendar'[Date] ),
    ALL ( 'Budget Calendar' ),
    VALUES ( 'Budget Calendar'[Fiscal Year Quarter] )
)

Not working as intended. It is returning the first date in my budget calendar 😞. Remember there is a date filter already on the page!

Try

First day fiscal quarter =
VAR CurrentQuarter =
    LOOKUPVALUE (
        'Budget calendar'[Fiscal year quarter],
        'Budget calendar'[Date], [02DateTo]
    )
RETURN
    CALCULATE (
        MIN ( 'Budget Calendar'[Date] ),
        REMOVEFILTERS ( 'Budget Calendar' ),
        'Budget Calendar'[Fiscal year quarter] = CurrentQuarter
    )

This works fine 🙂 thanks!

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