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danyeungw
Helper II
Helper II

Bar Chart First Quarter includes 2022 and 2023

I created a bar chart by quarter. When I clicked the first quarter bar, it includes 1st quarter of 2022 and 2023. How can I just have the first quarter of 2023 and have the bar sorted by Qtr2-22, Q3-22, Q4-22, and Q1-23? Thanks.

danyeungw_0-1674685607188.png         

danyeungw_1-1674685797504.png

 

 

1 ACCEPTED SOLUTION
adudani
Super User
Super User

Hi @danyeungw ,

 

1. create a year quarter column. ( 2022 Q1 .Q2 , .. etc.) 
Example: new column = 'Table'[Year]*100+INT(Left('Table'[Quarter],1)).

 

2. Add this to  "Filters on this page"

Select the required year quarters.

 

If you want this to be dynamic, consider the concept of "Current Quarter Offset".

Paste the below code into the advanced editor of a blank query:

 

let
    /*
    ****This Calendar was created and provided by Avi Singh****
    ****This can be freely shared as long as this text comment is retained.****
    http://www.youtube.com/PowerBIPro
    www.LearnPowerBI.com by Avi Singh
    */
    #"LearnPowerBI.com by Avi Singh" = 1,
    StartDate = #date(2014, 1, 1),
    EndDate = Date.EndOfYear(DateTime.Date(DateTime.FixedLocalNow())) /*was "#date(2017, 1, 1)" Updated on 201802027: hard Coded End of Year caused some formulas to break, switching to dynamic date*/,
    //Used for 'Offset' Column calculations, you may Hard code CurrentDate for testing e.g. #date(2017,9,1)
    CurrentDate = DateTime.Date(DateTime.FixedLocalNow()),
    // Specify the last month in your Fiscal Year, e.g. if June is the last month of your Fiscal Year, specify 6
    FiscalYearEndMonth = 6,
    #"==SET PARAMETERS ABOVE==" = 1,
    #"==Build Date Column==" = #"==SET PARAMETERS ABOVE==",
    ListDates = List.Dates(StartDate, Number.From(EndDate - StartDate)+1, #duration(1,0,0,0)),
    #"Converted to Table" = Table.FromList(ListDates, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
    #"Renamed Columns as Date" = Table.RenameColumns(#"Converted to Table",{{"Column1", "Date"}}),
    // As far as Power BI is concerned, the 'Date' column is all that is needed 🙂 But we will continue and add a few Human-Friendly Columns
    #"Changed Type to Date" = Table.TransformColumnTypes(#"Renamed Columns as Date",{{"Date", type date}}),
    #"==Add Calendar Columns==" = #"Changed Type to Date",
    #"Added Calendar MonthNum" = Table.AddColumn(#"==Add Calendar Columns==", "MonthNum", each Date.Month([Date]), Int64.Type),
    #"Added Month Name" = Table.AddColumn(#"Added Calendar MonthNum", "Month", each Text.Start(Date.MonthName([Date]),3), type text),
    #"Added Month Name Long" = Table.AddColumn(#"Added Month Name", "MonthLong", each Date.MonthName([Date]), type text),
    #"Added Calendar Quarter" = Table.AddColumn(#"Added Month Name Long", "Quarter", each "Q" & Text.From(Date.QuarterOfYear([Date]))),
    #"Added Calendar Year" = Table.AddColumn(#"Added Calendar Quarter", "Year", each Date.Year([Date]), Int64.Type),
    #"==Add Fiscal Calendar Columns==" = #"Added Calendar Year",
    #"Added FiscalMonthNum" = Table.AddColumn(#"==Add Fiscal Calendar Columns==", "FiscalMonthNum", each if [MonthNum] > FiscalYearEndMonth
then [MonthNum] - FiscalYearEndMonth
else [MonthNum] + (12 - FiscalYearEndMonth), type number),
    #"Added FiscalMonth Name" = Table.AddColumn(#"Added FiscalMonthNum", "FiscalMonth", each [Month]),
    #"Added FiscalMonth Name Long" = Table.AddColumn(#"Added FiscalMonth Name", "FiscalMonthLong", each [MonthLong]),
    #"Added FiscalQuarter" = Table.AddColumn(#"Added FiscalMonth Name Long", "FiscalQuarter", each "FQ" & Text.From(Number.RoundUp([FiscalMonthNum] / 3,0))),
    #"Added FiscalYear" = Table.AddColumn(#"Added FiscalQuarter", "FiscalYear", each "FY" & 
Text.End(
  Text.From(
    if [MonthNum] > FiscalYearEndMonth
    then [Year] + 1
    else [Year]
  )
  , 2
)),

    #"==Add Calendar Date Offset Columns==" = #"Added FiscalYear",
    // Can be used to for example to show the past 3 months(CurMonthOffset = 0, -1, -2)
    #"Added CurMonthOffset" = Table.AddColumn(#"==Add Calendar Date Offset Columns==", "CurMonthOffset", each ( Date.Year([Date]) - Date.Year(CurrentDate) ) * 12
+ Date.Month([Date]) - Date.Month(CurrentDate), Int64.Type),
    // Can be used to for example to show the past 3 quarters (CurQuarterOffset = 0, -1, -2)
    #"Added CurQuarterOffset" = Table.AddColumn(#"Added CurMonthOffset", "CurQuarterOffset", each /*Year Difference*/
       ( Date.Year([Date]) - Date.Year(CurrentDate) )*4
       /*Quarter Difference*/
      + Number.RoundUp(Date.Month([Date]) / 3) 
      - Number.RoundUp(Date.Month(CurrentDate) / 3),
Int64.Type),
    // Can be used to for example to show the past 3 years (CurYearOffset = 0, -1, -2)
    #"Added CurYearOffset" = Table.AddColumn(#"Added CurQuarterOffset", "CurYearOffset", each Date.Year([Date]) - Date.Year(CurrentDate), Int64.Type),
    // Can be used to for example filter out all future dates
    #"Added FutureDate Flag" = Table.AddColumn(#"Added CurYearOffset", "FutureDate", each if [Date] > CurrentDate then "Future" else "Past" ),
    // FiscalYearOffset is the only Offset that is different.
    // FiscalQuarterOffset = is same as CurQuarterOffset
    // FiscalMonthOffset = is same as CurMonthOffset
    #"==Add FiscalYearOffset==" = #"Added FutureDate Flag",
    #"Filtered Rows to CurrentDate" = Table.SelectRows(#"==Add FiscalYearOffset==", each ([Date] = CurrentDate)),
    CurrentFiscalYear = #"Filtered Rows to CurrentDate"{0}[FiscalYear],
    #"Continue...Orig Table" = #"==Add FiscalYearOffset==",
    #"Added CurFiscalYearOffset" = Table.AddColumn(#"Continue...Orig Table", "CurFiscalYearOffset", each Number.From(Text.Range([FiscalYear],2,2)) - 
Number.From(Text.Range(CurrentFiscalYear,2,2))
/*Extract the numerical portion, e.g. FY18 = 18*/),
    #"==Add General Columns==" = #"Added CurFiscalYearOffset",
    // Used as 'Sort by Column' for MonthYear columns
    #"Added MonthYearNum" = Table.AddColumn(#"==Add General Columns==", "MonthYearNum", each [Year]*100 + [MonthNum] /*e.g. Sep-2016 would become 201609*/, Int64.Type),
    #"Added MonthYear" = Table.AddColumn(#"Added MonthYearNum", "MonthYear", each [Month] & "-" & Text.End(Text.From([Year]),2)),
    #"Added MonthYearLong" = Table.AddColumn(#"Added MonthYear", "MonthYearLong", each [Month] & "-" & Text.From([Year])),
    #"Added WeekdayNum" = Table.AddColumn(#"Added MonthYearLong", "WeekdayNum", each Date.DayOfWeek([Date]), Int64.Type),
    #"Added Weekday Name" = Table.AddColumn(#"Added WeekdayNum", "Weekday", each Text.Start(Date.DayOfWeekName([Date]),3), type text),
    #"Added WeekdayWeekend" = Table.AddColumn(#"Added Weekday Name", "WeekdayWeekend", each if [WeekdayNum] = 0 or [WeekdayNum] = 6
then "Weekend"
else "Weekday"),
    #"==Improve Ultimate Table" = #"Added WeekdayWeekend",
    #"----Add WeekSequenceNum----" = #"==Improve Ultimate Table",
    #"Filtered Rows Sundays Only (Start of Week)" = Table.SelectRows(#"----Add WeekSequenceNum----", each ([WeekdayNum] = 0)),
    #"Added Index WeekSequenceNum" = Table.AddIndexColumn(#"Filtered Rows Sundays Only (Start of Week)", "WeekSequenceNum", 2, 1),
    #"Merged Queries Ultimate Table to WeekSequenceNum" = Table.NestedJoin(#"==Improve Ultimate Table",{"Date"},#"Added Index WeekSequenceNum",{"Date"},"Added Index WeekNum",JoinKind.LeftOuter),
    #"Expanded Added Index WeekNum" = Table.ExpandTableColumn(#"Merged Queries Ultimate Table to WeekSequenceNum", "Added Index WeekNum", {"WeekSequenceNum"}, {"WeekSequenceNum"}),
    // somehow it ends up being unsorted after Expand Column, should not matter for the end table, but makes it harder to debug and check everything is correct. Thus sorting it.
    #"ReSorted Rows by Date" = Table.Sort(#"Expanded Added Index WeekNum",{{"Date", Order.Ascending}}),
    #"Filled Down WeekSequenceNum" = Table.FillDown(#"ReSorted Rows by Date",{"WeekSequenceNum"}),
    #"Replaced Value WeekSequenceNum null with 1" = Table.ReplaceValue(#"Filled Down WeekSequenceNum",null,1,Replacer.ReplaceValue,{"WeekSequenceNum"}),
    #"----WeekSequenceNum Complete----" = #"Replaced Value WeekSequenceNum null with 1",
    Current_WeekSequenceNum = #"----WeekSequenceNum Complete----"{[Date = CurrentDate]}?[WeekSequenceNum],
    #"Added Custom CurWeekOffset" = Table.AddColumn(#"----WeekSequenceNum Complete----", "CurWeekOffset", each [WeekSequenceNum] - Current_WeekSequenceNum, Int64.Type)
in
    #"Added Custom CurWeekOffset"

 

create the relationship required.

 

this date table has a current quarter offset column, set it to less than or equal to -1.

 

let me know if this resolves the issue.

 

Appreciate a thumbs up if this resolves the issue.

Did I answer your question? Mark my post as a solution, this will help others!
If my response(s) assisted you in any way, don't forget to drop me a Kudos 🙂
Kind Regards,
Avinash

View solution in original post

1 REPLY 1
adudani
Super User
Super User

Hi @danyeungw ,

 

1. create a year quarter column. ( 2022 Q1 .Q2 , .. etc.) 
Example: new column = 'Table'[Year]*100+INT(Left('Table'[Quarter],1)).

 

2. Add this to  "Filters on this page"

Select the required year quarters.

 

If you want this to be dynamic, consider the concept of "Current Quarter Offset".

Paste the below code into the advanced editor of a blank query:

 

let
    /*
    ****This Calendar was created and provided by Avi Singh****
    ****This can be freely shared as long as this text comment is retained.****
    http://www.youtube.com/PowerBIPro
    www.LearnPowerBI.com by Avi Singh
    */
    #"LearnPowerBI.com by Avi Singh" = 1,
    StartDate = #date(2014, 1, 1),
    EndDate = Date.EndOfYear(DateTime.Date(DateTime.FixedLocalNow())) /*was "#date(2017, 1, 1)" Updated on 201802027: hard Coded End of Year caused some formulas to break, switching to dynamic date*/,
    //Used for 'Offset' Column calculations, you may Hard code CurrentDate for testing e.g. #date(2017,9,1)
    CurrentDate = DateTime.Date(DateTime.FixedLocalNow()),
    // Specify the last month in your Fiscal Year, e.g. if June is the last month of your Fiscal Year, specify 6
    FiscalYearEndMonth = 6,
    #"==SET PARAMETERS ABOVE==" = 1,
    #"==Build Date Column==" = #"==SET PARAMETERS ABOVE==",
    ListDates = List.Dates(StartDate, Number.From(EndDate - StartDate)+1, #duration(1,0,0,0)),
    #"Converted to Table" = Table.FromList(ListDates, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
    #"Renamed Columns as Date" = Table.RenameColumns(#"Converted to Table",{{"Column1", "Date"}}),
    // As far as Power BI is concerned, the 'Date' column is all that is needed 🙂 But we will continue and add a few Human-Friendly Columns
    #"Changed Type to Date" = Table.TransformColumnTypes(#"Renamed Columns as Date",{{"Date", type date}}),
    #"==Add Calendar Columns==" = #"Changed Type to Date",
    #"Added Calendar MonthNum" = Table.AddColumn(#"==Add Calendar Columns==", "MonthNum", each Date.Month([Date]), Int64.Type),
    #"Added Month Name" = Table.AddColumn(#"Added Calendar MonthNum", "Month", each Text.Start(Date.MonthName([Date]),3), type text),
    #"Added Month Name Long" = Table.AddColumn(#"Added Month Name", "MonthLong", each Date.MonthName([Date]), type text),
    #"Added Calendar Quarter" = Table.AddColumn(#"Added Month Name Long", "Quarter", each "Q" & Text.From(Date.QuarterOfYear([Date]))),
    #"Added Calendar Year" = Table.AddColumn(#"Added Calendar Quarter", "Year", each Date.Year([Date]), Int64.Type),
    #"==Add Fiscal Calendar Columns==" = #"Added Calendar Year",
    #"Added FiscalMonthNum" = Table.AddColumn(#"==Add Fiscal Calendar Columns==", "FiscalMonthNum", each if [MonthNum] > FiscalYearEndMonth
then [MonthNum] - FiscalYearEndMonth
else [MonthNum] + (12 - FiscalYearEndMonth), type number),
    #"Added FiscalMonth Name" = Table.AddColumn(#"Added FiscalMonthNum", "FiscalMonth", each [Month]),
    #"Added FiscalMonth Name Long" = Table.AddColumn(#"Added FiscalMonth Name", "FiscalMonthLong", each [MonthLong]),
    #"Added FiscalQuarter" = Table.AddColumn(#"Added FiscalMonth Name Long", "FiscalQuarter", each "FQ" & Text.From(Number.RoundUp([FiscalMonthNum] / 3,0))),
    #"Added FiscalYear" = Table.AddColumn(#"Added FiscalQuarter", "FiscalYear", each "FY" & 
Text.End(
  Text.From(
    if [MonthNum] > FiscalYearEndMonth
    then [Year] + 1
    else [Year]
  )
  , 2
)),

    #"==Add Calendar Date Offset Columns==" = #"Added FiscalYear",
    // Can be used to for example to show the past 3 months(CurMonthOffset = 0, -1, -2)
    #"Added CurMonthOffset" = Table.AddColumn(#"==Add Calendar Date Offset Columns==", "CurMonthOffset", each ( Date.Year([Date]) - Date.Year(CurrentDate) ) * 12
+ Date.Month([Date]) - Date.Month(CurrentDate), Int64.Type),
    // Can be used to for example to show the past 3 quarters (CurQuarterOffset = 0, -1, -2)
    #"Added CurQuarterOffset" = Table.AddColumn(#"Added CurMonthOffset", "CurQuarterOffset", each /*Year Difference*/
       ( Date.Year([Date]) - Date.Year(CurrentDate) )*4
       /*Quarter Difference*/
      + Number.RoundUp(Date.Month([Date]) / 3) 
      - Number.RoundUp(Date.Month(CurrentDate) / 3),
Int64.Type),
    // Can be used to for example to show the past 3 years (CurYearOffset = 0, -1, -2)
    #"Added CurYearOffset" = Table.AddColumn(#"Added CurQuarterOffset", "CurYearOffset", each Date.Year([Date]) - Date.Year(CurrentDate), Int64.Type),
    // Can be used to for example filter out all future dates
    #"Added FutureDate Flag" = Table.AddColumn(#"Added CurYearOffset", "FutureDate", each if [Date] > CurrentDate then "Future" else "Past" ),
    // FiscalYearOffset is the only Offset that is different.
    // FiscalQuarterOffset = is same as CurQuarterOffset
    // FiscalMonthOffset = is same as CurMonthOffset
    #"==Add FiscalYearOffset==" = #"Added FutureDate Flag",
    #"Filtered Rows to CurrentDate" = Table.SelectRows(#"==Add FiscalYearOffset==", each ([Date] = CurrentDate)),
    CurrentFiscalYear = #"Filtered Rows to CurrentDate"{0}[FiscalYear],
    #"Continue...Orig Table" = #"==Add FiscalYearOffset==",
    #"Added CurFiscalYearOffset" = Table.AddColumn(#"Continue...Orig Table", "CurFiscalYearOffset", each Number.From(Text.Range([FiscalYear],2,2)) - 
Number.From(Text.Range(CurrentFiscalYear,2,2))
/*Extract the numerical portion, e.g. FY18 = 18*/),
    #"==Add General Columns==" = #"Added CurFiscalYearOffset",
    // Used as 'Sort by Column' for MonthYear columns
    #"Added MonthYearNum" = Table.AddColumn(#"==Add General Columns==", "MonthYearNum", each [Year]*100 + [MonthNum] /*e.g. Sep-2016 would become 201609*/, Int64.Type),
    #"Added MonthYear" = Table.AddColumn(#"Added MonthYearNum", "MonthYear", each [Month] & "-" & Text.End(Text.From([Year]),2)),
    #"Added MonthYearLong" = Table.AddColumn(#"Added MonthYear", "MonthYearLong", each [Month] & "-" & Text.From([Year])),
    #"Added WeekdayNum" = Table.AddColumn(#"Added MonthYearLong", "WeekdayNum", each Date.DayOfWeek([Date]), Int64.Type),
    #"Added Weekday Name" = Table.AddColumn(#"Added WeekdayNum", "Weekday", each Text.Start(Date.DayOfWeekName([Date]),3), type text),
    #"Added WeekdayWeekend" = Table.AddColumn(#"Added Weekday Name", "WeekdayWeekend", each if [WeekdayNum] = 0 or [WeekdayNum] = 6
then "Weekend"
else "Weekday"),
    #"==Improve Ultimate Table" = #"Added WeekdayWeekend",
    #"----Add WeekSequenceNum----" = #"==Improve Ultimate Table",
    #"Filtered Rows Sundays Only (Start of Week)" = Table.SelectRows(#"----Add WeekSequenceNum----", each ([WeekdayNum] = 0)),
    #"Added Index WeekSequenceNum" = Table.AddIndexColumn(#"Filtered Rows Sundays Only (Start of Week)", "WeekSequenceNum", 2, 1),
    #"Merged Queries Ultimate Table to WeekSequenceNum" = Table.NestedJoin(#"==Improve Ultimate Table",{"Date"},#"Added Index WeekSequenceNum",{"Date"},"Added Index WeekNum",JoinKind.LeftOuter),
    #"Expanded Added Index WeekNum" = Table.ExpandTableColumn(#"Merged Queries Ultimate Table to WeekSequenceNum", "Added Index WeekNum", {"WeekSequenceNum"}, {"WeekSequenceNum"}),
    // somehow it ends up being unsorted after Expand Column, should not matter for the end table, but makes it harder to debug and check everything is correct. Thus sorting it.
    #"ReSorted Rows by Date" = Table.Sort(#"Expanded Added Index WeekNum",{{"Date", Order.Ascending}}),
    #"Filled Down WeekSequenceNum" = Table.FillDown(#"ReSorted Rows by Date",{"WeekSequenceNum"}),
    #"Replaced Value WeekSequenceNum null with 1" = Table.ReplaceValue(#"Filled Down WeekSequenceNum",null,1,Replacer.ReplaceValue,{"WeekSequenceNum"}),
    #"----WeekSequenceNum Complete----" = #"Replaced Value WeekSequenceNum null with 1",
    Current_WeekSequenceNum = #"----WeekSequenceNum Complete----"{[Date = CurrentDate]}?[WeekSequenceNum],
    #"Added Custom CurWeekOffset" = Table.AddColumn(#"----WeekSequenceNum Complete----", "CurWeekOffset", each [WeekSequenceNum] - Current_WeekSequenceNum, Int64.Type)
in
    #"Added Custom CurWeekOffset"

 

create the relationship required.

 

this date table has a current quarter offset column, set it to less than or equal to -1.

 

let me know if this resolves the issue.

 

Appreciate a thumbs up if this resolves the issue.

Did I answer your question? Mark my post as a solution, this will help others!
If my response(s) assisted you in any way, don't forget to drop me a Kudos 🙂
Kind Regards,
Avinash

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