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Hi @SealDog
You are right in your understanding.
If your data set is by quarter, first, you need to make sure there is a quarter field in your date table. Then, create another table like this:
Quarter = SUMMARIZE ( DateTable, DateTable[Quarter] )
What this does is creates a table with unique values for each quarter.
Then, create a relationship between your data set and the Quarter table and between your date table and the quarter table.
Note: you may have to do the same thing, but with a field that combines year and quarter (e.g. Q1 2017) to get unique values per year and quarter. It depends how you are using the data.
Hope this helps!
1. Your relationship between the tables should be as follows:
QtrTable 1--->---* DateTable or QtrTable 1---<>---* DateTable (If you want to filter your transaction table by the DateTable)
QtrTable 1--->---* TransactionTable
Then, you use whichever table you want to filter by in the DAX query.
2. Yes, use whichever works best for your analysis, or both.
Hope that helps
Just create a date table inside Power BI to link tables together