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Mohan_sc
Frequent Visitor

Last Fiscal quarter

Hello, I have fiscal calender. I want to show data for last 1 quarter. Client fiscal quarter start for April.

I've currently  using 

 

"Last QT Ticket = CALCULATE(COUNTA('in'[ticket_number]), DATEADD('in'[submit_my - Copy].[Date],-3,QUARTER))".
 
if any other calculation is ther let me know. 
 
Regards,
Mohan
1 ACCEPTED SOLUTION
v-rzhou-msft
Community Support
Community Support

Hi @Mohan_sc ,

 

I think you can try to create a DimDate table by calendar() or calendarauto() function, then use PREVIOUSQUARTER function.

DimDate = 
VAR _Basic =
    ADDCOLUMNS (
        CALENDARAUTO (),
        "Year", YEAR ( [Date] ),
        "Qtr", QUARTER ( [Date] ),
        "Month", MONTH ( [Date] )
    )
VAR _ADD_Fiscal =
    ADDCOLUMNS (
        _Basic,
        "Fiscal Year",
            IF ( [Month] >= 4, [Year], [Year] - 1 ),
        "Fiscal Qtr", IF ( [Month] >= 4, [Qtr]-1, 4 )
    )
RETURN
    _ADD_Fiscal

If 'in'[submit_my - Copy] is a datetime format column, you can add a date only format calculated column by DATEVALUE function. Then create a relationship between 'in'[Date] and 'Dimdate'[Date].

Last QT Ticket = CALCULATE(COUNTA('in'[ticket_number]), PREVIOUSQUARTER(DimDate[Date]))

Result is as below.

RicoZhou_1-1652348753699.png

 

Best Regards,
Rico Zhou

 

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

 

 

 

View solution in original post

2 REPLIES 2
v-rzhou-msft
Community Support
Community Support

Hi @Mohan_sc ,

 

I think you can try to create a DimDate table by calendar() or calendarauto() function, then use PREVIOUSQUARTER function.

DimDate = 
VAR _Basic =
    ADDCOLUMNS (
        CALENDARAUTO (),
        "Year", YEAR ( [Date] ),
        "Qtr", QUARTER ( [Date] ),
        "Month", MONTH ( [Date] )
    )
VAR _ADD_Fiscal =
    ADDCOLUMNS (
        _Basic,
        "Fiscal Year",
            IF ( [Month] >= 4, [Year], [Year] - 1 ),
        "Fiscal Qtr", IF ( [Month] >= 4, [Qtr]-1, 4 )
    )
RETURN
    _ADD_Fiscal

If 'in'[submit_my - Copy] is a datetime format column, you can add a date only format calculated column by DATEVALUE function. Then create a relationship between 'in'[Date] and 'Dimdate'[Date].

Last QT Ticket = CALCULATE(COUNTA('in'[ticket_number]), PREVIOUSQUARTER(DimDate[Date]))

Result is as below.

RicoZhou_1-1652348753699.png

 

Best Regards,
Rico Zhou

 

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

 

 

 

amitchandak
Super User
Super User

@Mohan_sc , As long as Qtr start from Jan,Apr, JUL and Oct, These should work

 


Qtr Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(ENDOFQUARTER('Date'[Date])))

Last QUARTER Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD( ENDOFQUARTER(dateadd('Date'[Date],-1,QUARTER))))
Last QUARTER Sales = CALCULATE(SUM(Sales[Sales Amount]),PREVIOUSQUARTER(('Date'[Date])))

Last to last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-2,QUARTER)))

 

DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

 

Power BI — Qtr on Qtr with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
https://www.youtube.com/watch?v=8-TlVx7P0A0

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