Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The ultimate Microsoft Fabric, Power BI, Azure AI & SQL learning event! Join us in Las Vegas from March 26-28, 2024. Use code MSCUST for a $100 discount. Register Now

Reply
tlwest86
Helper I
Helper I

Dates Table to Capture Quarters in Fiscal Year

The DAX below works perfectly for my Dates table; however, I cannot get my fiscal year or Q1 to start in October.   All my reports display Q1 as January.  Can someone assit with getting my 1st Quarter to begin with October? 
 
Dates =
VAR BaseCalendar =
CALENDARAUTO (9)
RETURN
GENERATE (
BaseCalendar,
VAR BaseDate = [DATE]
VAR YearDate = YEAR (BASEDATE)
VAR MonthNumber = MONTH (BASEDATE)
VAR Quarter = QUARTER(BASEDATE)
VAR FiscalYear =
RETURN ROW (
"Day", BaseDate,
"Year", YearDate,
"Month Number", MonthNumber,
"Quarter", BaseDate,
"Month", FORMAT (BaseDate, "mmmm"),
"Year Month", FORMAT (BaseDate, "mmm yy")
 
))
1 ACCEPTED SOLUTION

This DAX resolved my issue.  Thanks so much for the replies! 

 

Quarter No = IF(Dates[Month Number] in {10, 11, 12}, "Qtr 1", IF(Dates[Month Number] in {1, 2, 3}, "Qtr 2", IF(Dates[Month Number] in {4, 5, 6}, "Qtr 3", IF(Dates[Month Number] in {7, 8, 9}, "Qtr 4"))))

View solution in original post

4 REPLIES 4
amitchandak
Super User
Super User

This DAX resolved my issue.  Thanks so much for the replies! 

 

Quarter No = IF(Dates[Month Number] in {10, 11, 12}, "Qtr 1", IF(Dates[Month Number] in {1, 2, 3}, "Qtr 2", IF(Dates[Month Number] in {4, 5, 6}, "Qtr 3", IF(Dates[Month Number] in {7, 8, 9}, "Qtr 4"))))

Greg_Deckler
Super User
Super User

@tlwest86 - Yeah, all the DAX date and time "intelligence" functions assume a standard calendar year. You will need custom quarters calculation. My DAX Cookbook has a recipe for non-standard quarters, it is Recipe 2 in Chapter 2. https://github.com/gdeckler/DAXCookbook


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
Mastering Power BI 2nd Edition

DAX is easy, CALCULATE makes DAX hard...
parry2k
Super User
Super User

@tlwest86 if you have a fiscal calendar that starts from Oct 01st, you have to make your own logic to calculates Quarter date range and use that in a measure, inbuilt time intelligent functions are not fiscal calendar aware whereas YTD time intelligence functions are fiscal year aware, you can pass end date of the fiscal calendar in your dax function for example TOTALYTD.

 

I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Helpful resources

Announcements
Fabric Community Conference

Microsoft Fabric Community Conference

Join us at our first-ever Microsoft Fabric Community Conference, March 26-28, 2024 in Las Vegas with 100+ sessions by community experts and Microsoft engineering.

February 2024 Update Carousel

Power BI Monthly Update - February 2024

Check out the February 2024 Power BI update to learn about new features.

Fabric Career Hub

Microsoft Fabric Career Hub

Explore career paths and learn resources in Fabric.

Fabric Partner Community

Microsoft Fabric Partner Community

Engage with the Fabric engineering team, hear of product updates, business opportunities, and resources in the Fabric Partner Community.

Top Solution Authors