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laurent_rio
Helper I
Helper I

How to create DAX to get value and end of each quarter

 

Hi i made visual table of active headcount and atrition like this in Power BI 

 

Capture.JPG

For table 2 i still have issues since i want the table to populate the active headcount on each quarter correctly 

for example the correct value :

2020-Q1 = 11641 ( Value at March 2020)

2020- Q2 = 11389 (Value at Jun 2020)

2020-Q3 =  11229 (Value at Sep 2020)

2020-Q4 = 11289 (Value at Dec 2020)

 

all the year,month and quarter i use additional table date that i connect to master file 

 

Can help what DAX i need to use to get value at end of each quarter ?

Thanks,

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi  @laurent_rio ,

I created some data:

v-yangliu-msft_0-1623374900846.png

Here are the steps you can follow:

1. Create calculated column.

Year-Quater =
FORMAT('Table'[date],"yyyy \Qq")
Mod =
var _mod=MOD(MONTH([date]),3)
return
IF(_mod=0,1,0)

Result:

v-yangliu-msft_1-1623374900850.png

2. Place [Mod] in Filter, set is=1, apply filter.

v-yangliu-msft_2-1623374900854.jpeg

3. Result:

v-yangliu-msft_3-1623374900854.png

 

Best Regards,

Liu Yang

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

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi  @laurent_rio ,

I created some data:

v-yangliu-msft_0-1623374900846.png

Here are the steps you can follow:

1. Create calculated column.

Year-Quater =
FORMAT('Table'[date],"yyyy \Qq")
Mod =
var _mod=MOD(MONTH([date]),3)
return
IF(_mod=0,1,0)

Result:

v-yangliu-msft_1-1623374900850.png

2. Place [Mod] in Filter, set is=1, apply filter.

v-yangliu-msft_2-1623374900854.jpeg

3. Result:

v-yangliu-msft_3-1623374900854.png

 

Best Regards,

Liu Yang

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

amitchandak
Super User
Super User

@laurent_rio , This video I converted Qtr into date

https://youtu.be/yPQ9UV37LOU?t=200

 

And then use closingbalancequarter to use that number across that Qtr.

 

I have also used date table

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