Fiscal year

[djreyes]

Hello, 

Fiscal year starts April, I tried the formula below but I am getting an error message:

Column 2 = if(QUARTER(PowerBi[Document Date].[Quarter])>=2,QUARTER(PowerBi[Document Date].[Quarter])-1,QUARTER(PowerBi[Document Date].[Quarter])+1)

The error message is: Cannot convert Qrt 1 of Type Test to type Date. 

I feel like I am missing something. Please help.

Thank you!

[johnt75 · Accepted solution]

The QUARTER function expects a date, but you're passing in the quarter from the date hierarchy. Try

Column 2 =
IF (
    QUARTER ( PowerBi[Document Date].[Date] ) >= 2,
    QUARTER ( PowerBi[Document Date].[Date] ) - 1,
    QUARTER ( PowerBi[Document Date].[Date] ) + 1
)

[djreyes]

It worked, question though, I am running a report from January to March which is Quarter 1 for calendar year, but in our fiscal year its quarter 4. Its giving me the result of 2 instead of 4. 

[johnt75]

Try

Column 2 =
VAR CalendarQuarter =
    IF (
        QUARTER ( PowerBi[Document Date].[Date] ) >= 2,
        QUARTER ( PowerBi[Document Date].[Date] ) - 1,
        QUARTER ( PowerBi[Document Date].[Date] ) + 1
    )
VAR FiscalQuarter =
    MOD ( CalendarQuarter + 3, 4 )
RETURN
    FiscalQuarter

[djreyes]

Is giving me 1 not 4. 

[johnt75]

Probably easier to just use SWITCH

Column 2 =
VAR CalendarQuarter =
    IF (
        QUARTER ( PowerBi[Document Date].[Date] ) >= 2,
        QUARTER ( PowerBi[Document Date].[Date] ) - 1,
        QUARTER ( PowerBi[Document Date].[Date] ) + 1
    )
VAR FiscalQuarter =
    SWITCH ( CalendarQuarter, 1, 4, 2, 1, 3, 2, 4, 3 )
RETURN
    FiscalQuarter

[djreyes]

Still 1, I changed the value to 3 and the result is 4, is that an option? 

Column 2 =
IF (
    QUARTER ( PowerBi[Document Date].[Date] ) >= 2,
    QUARTER ( PowerBi[Document Date].[Date] ) - 1,
    QUARTER ( PowerBi[Document Date].[Date] ) + 3
)

[johnt75 · Accepted solution]

Yep, that should give the right result I think

[johnt75 · Accepted solution]

The QUARTER function expects a date, but you're passing in the quarter from the date hierarchy. Try

Column 2 =
IF (
    QUARTER ( PowerBi[Document Date].[Date] ) >= 2,
    QUARTER ( PowerBi[Document Date].[Date] ) - 1,
    QUARTER ( PowerBi[Document Date].[Date] ) + 1
)