Forum Discussion
How to calculate Dynamic quarters
Hello guys I have to calculate the dynamics QUATERS I mean now this is Sept month means Q2 so want to show the values of Q2 and Q1 also in the next month the quarter will change then it will show the value of Q1,Q2 and Q3 ..and then when the quarter 4 will start in it will show the values of Q1 Q2,Q3 and Q4 and then when new year start the then it show show the value of current quarter Q1 how to do this plz help
Hi Anonymous
try this, then put the measure into visual level filter
filterMeasure = VAR _currentMonth = 7 //replace it with month(today()) VAR _currentYear = 2022//replace it with year(today()) VAR _quarter = DIVIDE ( _currentMonth, 3 ) VAR _day = _quarter - QUOTIENT ( _currentMonth, 3 ) VAR _startDate = IF ( _currentMonth < 4, DATE ( _currentYear - 1, 1, 1 ), DATE ( _currentYear, 1, 1 ) ) VAR _endDate = SWITCH ( TRUE (), _currentMonth < 4, DATE ( _currentYear - 1, 12, 31 ), _day <> 0, DATE ( _currentYear, INT ( _quarter ) * 3 + 1, 1 ), _day = 0, DATE ( _currentYear, ( _quarter - 1 ) * 3 + 1, 1 ) ) RETURN IF(MIN('value'[date])<_endDate&&MIN('value'[date])>=_startDate,1,0)2021/10
2022/1
2022/7
Best Regards,
Community Support Team _Tang
If this post helps, please consider Accept it as the solution to help the other members find it more quickly.
5 Replies
- amitchandak
Super User
Anonymous , I think you are having a year starting in April and you need YTD
With help from date table and time intelligence. Create Qtr column in calendar
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/31"))
refer if needed
Creating Financial Calendar - From Any Month
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441
Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA- AnonymousNot applicable
I have to show the quaters in columns like Q1 ,Q2,Q3,Q4 now it's Sept month means it comes in Q2 so my matrix will show only Q1 column and Q2 column in the next month Oct the Q3 will start then my matrix show the Q1,Q2,Q3 columns
- v-xiaotang
Community Support
Hi Anonymous
you can refer to the posts,
https://community.powerbi.com/t5/Desktop/Dynamically-display-last-8-quarters/td-p/394240
https://community.powerbi.com/t5/Desktop/Display-last-4-quarters-sum-dynamically/td-p/1045885
https://community.powerbi.com/t5/Desktop/Current-Quarter-and-last-quarter-calculation/td-p/703345
if you need more help, please @ me
Best Regards,
Community Support Team _Tang
If this post helps, please consider Accept it as the solution to help the other members find it more quickly.
- AnonymousNot applicable
Thanks for your Reply
I have to show the quaters in columns like Q1 ,Q2,Q3,Q4 now it's oct month means it comes in Q3 so my matrix will show Q1 column ,Q2 column & Q3 column and when Jan month will Start matrix will show Q1,Q2,Q3 Q4 ...and after that when new FY will Start i have to show the only Q1 of this year.
- v-xiaotang
Community Support
Hi Anonymous
try this, then put the measure into visual level filter
filterMeasure = VAR _currentMonth = 7 //replace it with month(today()) VAR _currentYear = 2022//replace it with year(today()) VAR _quarter = DIVIDE ( _currentMonth, 3 ) VAR _day = _quarter - QUOTIENT ( _currentMonth, 3 ) VAR _startDate = IF ( _currentMonth < 4, DATE ( _currentYear - 1, 1, 1 ), DATE ( _currentYear, 1, 1 ) ) VAR _endDate = SWITCH ( TRUE (), _currentMonth < 4, DATE ( _currentYear - 1, 12, 31 ), _day <> 0, DATE ( _currentYear, INT ( _quarter ) * 3 + 1, 1 ), _day = 0, DATE ( _currentYear, ( _quarter - 1 ) * 3 + 1, 1 ) ) RETURN IF(MIN('value'[date])<_endDate&&MIN('value'[date])>=_startDate,1,0)2021/10
2022/1
2022/7
Best Regards,
Community Support Team _Tang
If this post helps, please consider Accept it as the solution to help the other members find it more quickly.