Forum Discussion
Filter the Fiscal Quarter data
In my report, I have the calendar table separately, but Fiscal Month and Year are not created since my report has the details for just 1 week(Previous week) data. Currently I have created Fiscal year, Month, Quarter in the one of the tables which has the historical data.
To show the trend historical data we just update the overall Average % in new spreadsheets and fetching into PBI. Now the requirement is, from the historical data. I need to filter the current quarter (Fiscal Quarter- Q1 – April to June) average% for all the stores by Division. Please help.
| Store ID | Store Num | Adoption % | TxnDt | Fiscal Quarter | Fiscal Year | Year | Month Name | Division |
| 1 | AA | 10% | Sunday, April 21, 2024 | Qtr 1 | 2024 | 2024 | April | East |
| 2 | AB | 20% | Sunday, April 28, 2024 | Qtr 1 | 2024 | 2024 | April | West |
| 3 | AC | 30% | Sunday, March 24, 2024 | Qtr 4 | 2023 | 2024 | March | West |
| 4 | AD | 40% | Sunday, March 10, 2024 | Qtr 4 | 2023 | 2024 | March | East |
| 5 | AE | 20% | Sunday, May 5, 2024 | Qtr 1 | 2024 | 2024 | May | East |
| 6 | AF | 30% | Sunday, February 4, 2024 | Qtr 4 | 2023 | 2024 | February | Convienence |
| 7 | BB | 50% | Sunday, December 10, 2023 | Qtr 3 | 2023 | 2023 | December | North |
| 8 | CB | 60% | Sunday, November 19, 2023 | Qtr 3 | 2023 | 2023 | November | North |
You can always create a new Calendar table that does include the Quarter, Fiscal month data and connected to your historiacal data txnDt. Then build your average measure or you might be able to just use the automated average available in power bi on your column value.
1 Reply
BmejiaSuper User
You can always create a new Calendar table that does include the Quarter, Fiscal month data and connected to your historiacal data txnDt. Then build your average measure or you might be able to just use the automated average available in power bi on your column value.