Custom QTD Calculations

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amitchandak wrote:

GuillaumeB, Create Rank for then Quarters, then you Rank to get Qtr, Last Qtr QOQ

You need Qtr start date. Based on that you can calculate day of qtr and get QTD

 

I got it like this

Start of Year = STARTOFYEAR(Dates[Date],"1/31") // Start of year can take a start date 
Strat of Qtr = date(year(Dates[Start of Year]), month(Dates[Start of Year])+Dates[Add Qtr],1)
Day of Qtr = DATEDIFF([Start of Q],[Date],Day)+1
Qtr No = "Q"& QUOTIENT(DATEDIFF('Date'[Start Of Year], 'Date'[Date],MONTH),3)+1


QTD = CALCULATE([Measure], FILTER(ALL(Dates), Dates[Qtr Rank] =max(Dates[Qtr Rank]) && Dates[Day of Qtr ] <= Max(Dates[Day of Qtr ])))
Last QTD = CALCULATE([Measure], FILTER(ALL(Dates), Dates[Qtr Rank] =max(Dates[Qtr Rank])-1 && Dates[Day of Qtr ] <= Max(Dates[Day of Qtr ])))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.

How does this:

Strat of Qtr = date(year(Dates[Start of Year]), month(Dates[Start of Year])+Dates[Add Qtr],1)

Work exactly? What am I supposed to putt for "Dates[Add Qtr]"

Also will this be static? 2020 started on December 29th, 2019 so PBI needs to automatically detect that 2021 will start on December 30th, 2020.