Calculation for quarters

[nishthabhakta]

I am trying to get numbers for quarters. I have a column that undicates return ratios. Return Ratio=Return Items/Originated Items.

I have made a new column named 'Column' to get row wise return ratios. However now I want quarter calculation but Power BI is summing up for months. 

[nishthabhakta · Accepted solution]

Hi @Greg_Deckler ! I was able to solve the problem. I made a new measure with following formula :

Quarterly Average = CALCULATE(SUM('April 2021'[ReturnItem])/SUM('April 2021'[Originated])*100,ALLEXCEPT('April 2021','April 2021'[Date].[Quarter],'April 2021'[Date].[Year],'April 2021'[ProgramName],'April 2021'[ReturnItem],'April 2021'[Originated])) 

The above formula's output is as expected. I checked with calculating manually

[nishthabhakta]

Quarter Ratio Column =

  VAR __Year = 'Return Ratio'[Date].[Date]

  VAR __Quarter = QUARTER([Date].[Date])

  VAR __Table = FILTER('Return Ratio',YEAR([Date])=__Year && QUARTER([Date])=__Quarter)

RETURN

  DIVIDE(SUMX(__Table,[ReturnItem]),SUMX(__Table,[Originated]),0) 

 Do I need to change something in the formula

[Greg_Deckler]

@nishthabhakta I think I see your problem, you are missing the YEAR function for your __Year VAR.

[nishthabhakta]

@Greg_Deckler 

[nishthabhakta]

@Greg_Deckler Hey greg! Still some issue with the number. If I sum up the Originated Items for Quarter 1 of 2021 it is 1258751 and sum of quarter 1 2021 return items come up to 37034. When we divide 37034/1258751 the number we get is 0.0294. Also if I plug the new column in a visual, it is still summing up the rows  

[Greg_Deckler]

@nishthabhakta You can solve the summing problem by doing an average instead of a sum. Or use a Quarter column and a measure like in the attached file below signature. Don't ever use the auto date hierarchy. Not sure if that is the issue but bad. I checked my column calculation against a simple measure and they both return the same result. See file. You want 'Table7'. The Measure 4 by Quarter visual on the Page 1.

[Greg_Deckler]

@nishthabhakta Maybe:

Quarter Ratio Column =
  VAR __Year = YEAR([Date])
  VAR __Quarter = QUARTER([Date])
  VAR __Table = FILTER('Table',YEAR([Date])=__Year && QUARTER([Date])=__Quarter)
RETURN
  DIVIDE(SUMX(__Table,[ReturnItem]),SUMX(__Table,[Originated]),0)

[nishthabhakta]

Thanks! I will try this one