Filter year/quarter in a calculation

[dp32]

I want to filter the current years quarter in a calculation.
Currently I am using two filters like this:

A02 = CALCULATE(A01, FILTER(PT, [PTDate].[Year]=YEAR([ActualDate])), FILTER( PT, [PTDate].[QuarterNo]=QUARTER([ActualDate] )))

Is there a better way to catch the year and quarter reference at once?

[v-xicai]

Hi @dp32 ,

You may change your code like below:

A02 =
CALCULATE (
    [A01],
    FILTER (
        PT,
        [PTDate].[Year] = YEAR ( [ActualDate] )
            && [PTDate].[QuarterNo] = QUARTER ( [ActualDate] )
    )
)

Best Regards,

Amy 

Community Support Team _ Amy

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Greg_Deckler · Accepted solution]

@dp32 That looks reasonable to me. Quarters are a pain! 🙂

[dp32]

Thank you both. 

Time logic will not work, so I will stay with the current version.

Quarters are indeed a pain, but not the only one :-).

[amitchandak]

@dp32 , if you can use time intelligence that would be best . With a date table

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))
Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))

another way is qtr rank/ with Qtr/date table

Qtr Rank = RANKX(all('Date'),'Date'[Qtr Start date],,ASC,Dense)
This Qtr = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])))
Last Qtr = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])-1))

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-Y...


Appreciate your Kudos.