How to calculate Dynamic quarters

[Anonymous]

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

[v-xiaotang]

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.

[Anonymous]

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 · Accepted solution]

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.

[amitchandak]

@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

[Anonymous]

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