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Caitlin_Knox's avatar
Caitlin_Knox
Advocate III
9 years ago
Solved

Calculating current Quarter

I'm trying to create a calculated column to return the current quarter like I do for current month. I use these mostly as a visualization filter so the report updates to the current information.

This is the formula I use for Current Month:

CurrentMonth = IF(YEAR('LST Report'[EffectiveDate])&MONTH('LST Report'[EffectiveDate])=YEAR(NOW())&MONTH(NOW()),1,0)

This is what I'm trying for Current Quarter, it is not working as I would expect.

CurrentQuarter = IF(YEAR('LST Report'[EffectiveDate])&MONTH('LST Report'[EffectiveDate]+2/3)=YEAR(NOW())&MONTH(NOW()+2/3),1,0)

 Any thoughts are appreciated

 

  • Hi Caitlin_Knox

     

    i guess you enter this formula in a date table and you want to add a column what shows you 1 if the date is the current quater. In this case i added before a quaternumber column:

     

    QuaterNumber = if(dim_Date[Year] = year(now());roundup(dim_Date[MonthNumberOfYear]/3;0);0) and then

     

    Current QTD = if(dim_Date[QuaterNumber] = roundup(month(now()-1)/3;0);1;0)

    That works for me fine, maybe it helps you also.

    KR

    Florian

3 Replies

  • v-sihou-msft's avatar
    v-sihou-msft
    Microsoft Employee

    Caitlin_Knox

     

    You can also use following expression to get the Quarter number.

     

    Quarter Number = INT(FORMAT(NOW(),"q"))

    Regards,

     

  • Hi Caitlin_Knox

     

    i guess you enter this formula in a date table and you want to add a column what shows you 1 if the date is the current quater. In this case i added before a quaternumber column:

     

    QuaterNumber = if(dim_Date[Year] = year(now());roundup(dim_Date[MonthNumberOfYear]/3;0);0) and then

     

    Current QTD = if(dim_Date[QuaterNumber] = roundup(month(now()-1)/3;0);1;0)

    That works for me fine, maybe it helps you also.

    KR

    Florian

  • SBoraste's avatar
    SBoraste
    Regular Visitor

    You can calculate the current Quarter Sales using below DAX:

    CY Quarter = CALCULATE(SUM('Sample Data'[Total Budget]),YEAR('Sample Data'[Project Start Date])=YEAR(TODAY()),
    'Date Table'[QuarterOfYear]=ROUNDUP(MONTH(TODAY()) / 3, 0))