How to Calculate Partial Quarter / Months?

[win_anthony]

The goal is to calculate partial Quarter / Months. My client has their fiscal calendar that follows the school calendar (start = September 1 / end = August 31). I created a bar chart which highlights the fiscal quarter's results but the client noted that there was something off about FQ4 2021. All of the previous fiscal quarters had complete data but since we are currently in FQ4 2021, the results of the bar chart makes it seem as if the sales have fallen but the fact is that the quarter is not complete. 

How do you dynamically calculate Partial (fiscal) Quarter / Months? Below you will find the current measure and screenshot of the current bar chart. Any advice on how to calculate partial Quarter / Months will be greatly appreciated. 

Current Measure = Total Sales / 90 (90 days represented for each quarter) >> Client noted that since we are in the final Fiscal Quarter, the denominator should divide by the number of days that has been completed (Start of FQ4 = June 1 >> so calculation should be June 1 - Today-1 ). Is there a way to make this dynamic? 

CALCULATE(
    DIVIDE(
        [Total Sales],
        90 --This number represents the number of days in each quarter
    )
)

Screenshot of Current Bar Chart >> Notice FQ4 2021, client would like the current fiscal quarter to be calculated with the current number of days that has been completed (Start of FQ4 = June 1 >> so calculation should be June 1 - Today-1 ).

[v-kkf-msft · Accepted solution]

Hi @win_anthony ,

Try the following formula:

Measure = 
IF(
    DATEDIFF( MIN('DATE'[Date]), TODAY(), MONTH ) < 3,
    DIVIDE( SUM(Sales[Value]), DATEDIFF( MIN('DATE'[Date]), TODAY(), DAY ) ),
    DIVIDE( SUM(Sales[Value]), 90 )
)

 

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.

Best Regards,
Winniz

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

[amitchandak]

@win_anthony , Create two new columns in date table and try measure like

Columns

Qtr Start Date = DATEADD(STARTOFYEAR('Date'[Date],"8/31"),QUOTIENT(DATEDIFF('Date'[Start Of Year], 'Date'[Date],MONTH),3)*3,MONTH)
day of Qtr = datediff([Start Qtr],[date],day)

Measure , alternate in comments
QTD QTY forced=
var _max = maxx(allselected('Date'), [Date of Qtr])
return
calculate(Sum('order'[Qty]),DATESQTD('Date'[Date]),filter('Date','Date'[Date of Qtr]<=_max))
or
calculate(calculate(Sum('order'[Qty]),DATESQTD('Date'[Date])),filter('Date','Date'[Date of Qtr]<=_max))