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I have a need to allow a slicer select a value based off a rows date.
I have records with a start and end date. In the Power Query I am creating a custom column(called Quarter) based on these dates:
Option #1 :3/29 (Start) - 6/20 (End) ==> This custom column field will be set to Q2
Option #2: 6/21 (Start) - 9/12) (End) ==> This custom column field will be set to Q3
This part I have working, however when I have the following for a record:
Option #3:1/1 (Start) - 12/31 (End)===> Not sure what to set this to ???
My slicer is set to this custom column, however what I want is when the user selects Q2 from the slicer, it should show Option #1(which it is) and Option #3 (which it is not). (Same logic as well if Q3 selected, just show Option #2 and Option #3).
I'm stuck on how to show this properly.
Thanks!
One thing I was thinking about was creating a table with the data and if they fall within 2 quarters it would generate 2 row, if it falls within 3 quarters, 3 rows etc.
Based on the above data, it would look something similiar to:
Column1 StartDate EndDate custom column
ABC 03/29/2023 06/20/2023 Q2
DEF 06/21/2023 09/12/2023 Q3
GHI 01/01/2023 12/31/2023 Q2
GHI 01/01/2023 12/31/2023 Q4
The downside to this is there would be duplication of the same data (i.e. GHI would have the same exact data, other than the custom column).
@EaglesTony , Not very clear, do you want to create a custom quarter?
refer:
https://amitchandak.medium.com/cheat-sheet-power-bi-4-4-4-and-4-4-5-calendar-786f76da7d92
The information you have provided is not making the problem clear to me. Can you please explain with an example.
Appreciate your Kudos.
Here is an example:
Input data:
Column1 StartDate EndDate
ABC 03/29/2023 06/20/2023
DEF 06/21/2023 09/12/2023
GHI 01/01/2023 12/31/2023
Data after adding the custom column, which is populated using if/then logic based on Q2 being defined as 3/29-6/20 and Q3 being defined as 6/21-9/12. I check the StartDate and EndDates of each of the input records against this range to get the quarter it is in:
Column1 StartDate EndDate custom column
ABC 03/29/2023 06/20/2023 Q2
DEF 06/21/2023 09/12/2023 Q3
GHI 01/01/2023 12/31/2023 ???????
Issue #1: Not sure what "GHI" should be as it falls in both Q2 and Q3
Issue #2: I want my slicer to show Q2, Q3 (which I have showing today) and when the user selects Q2 it is showing ABC(which is correct) and when the user selects Q3 it is show DEF(which is correct), however I want to show GHI as well if the user selects Q2 OR Q3 from the slicer, as it should show in both, since it falls within both quarters.
Hope this makes it clearer
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