Financial Year Quarter

Hi M_SBS_6 ,

And there is another mothed to solve this question:

New a table:

Financials =
DISTINCT (
    CROSSJOIN (
        SELECTCOLUMNS ( { 1, 3, 4, 7, 10 }, "Financial Start Month", [Value] ),
        SELECTCOLUMNS (
            CALENDAR ( DATE ( 2022, 1, 1 ), DATE ( 2022, 12, 1 ) ),
            "MonthName", FORMAT ( [Date], "mmm" ),
            "MonthNumber", MONTH ( [Date] )
        )
    )
)

Then new a column to the new table:

Financial Quarter =
"Q"
    & SWITCH (
        [Financial Start Month],
        1, QUARTER ( CONVERT ( [MonthName] & " 1", DATETIME ) ),
        3,
            VAR m1 = [MonthNumber] - 2
            RETURN
                QUARTER ( DATE ( 2022, IF ( m1 <= 0, m1 + 12, m1 ), 1 ) ),
        4,
            VAR m2 = [MonthNumber] - 3
            RETURN
                QUARTER ( DATE ( 2022, IF ( m2 <= 0, m2 + 12, m2 ), 1 ) ),
        7,
            VAR m3 = [MonthNumber] - 6
            RETURN
                QUARTER ( DATE ( 2022, IF ( m3 <= 0, m3 + 12, m3 ), 1 ) ),
        10,
            VAR m4 = [MonthNumber] - 9
            RETURN
                QUARTER ( DATE ( 2022, IF ( m4 <= 0, m4 + 12, m4 ), 1 ) )
    )

Then in the original table, please add the column:

Quarter =
LOOKUPVALUE (
    'Financials'[Financial Quarter],
    Financials[Financial Start Month], [month_name],
    Financials[MonthNumber], MONTH ( [app_date_start] )
)

The result is:

Hope this helps you. Here is my PBIX file.

Best Regards,

Community Support Team _Yinliw

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