Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
4 years ago

How to get quartely data from monthly data

Hello All,

 

I have a table which have monthly data for last 12 months.

I need to show a quarterly view also by using the monthly data I have .

 

Could any one suggest how to do this.

 

 

9 Replies

  • Anonymous 

     

    Yes, you can just turn your dates to anything as below

    Year = YEAR('Date'[Date ID])

    Qtr = QUARTER('Date'[Date ID])

    Month= MONTH('Date'[Date ID])

     

    Do you have something like 01-Jan-2022, 01-Feb-2022 as the monthly dates, it's fine Quarter(monthly date) will fetch you the Quarters that you are looking for.....

     

    If that is not the case, please post your view here

     

    Regards,

    Ritesh

    Mark my post as a solution if it helped you| Munde and Kudis (Ladies and Gentlemen) I like your Kudos!! !!
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  • v-henryk-mstf's avatar
    v-henryk-mstf
    Icon for Community Support rankCommunity Support

    Hi Anonymous ,

     

    You can use the quarter function to get the quarter value corresponding to the reading date. Then select the appropriate visual to create the quarter view.

    quarter = QUARTER('Time'[Month])


    If the problem is still not resolved, please point it out. Looking forward to your reply.


    Best Regards,
    Henry


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

    • ribisht17's avatar
      ribisht17
      Icon for Super User rankSuper User

      Guess, I said the same thing 🙂

       

      Regards,

      Ritesh

      • v-henryk-mstf's avatar
        v-henryk-mstf
        Icon for Community Support rankCommunity Support

        Hi ribisht17 ,

         

        Yes. Hopefully, detailed step-by-step instructions will better help him understand.😊


        Best Regards,
        Henry

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi ribisht17,@v-henryk-mstf

    Thanks for your answers.

    I need to show my data dynamically.

     

    Lets say if user selects trendtype as daily then daily.

    weekly then weekly data,

    Monthly then monthly data and qtly then qtly data.

     

    TrendType is a field in my table which has values Daily, weekly and Monthly.

     

    As you suggested I created calculated column for Quarter.

     

    Could you suggest how can I change my data based on user selection like daily, weekly etc

    Below is my sample data

     

     

     

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi ribisht17,@v

    Thanks for your answers.

    I need to show my data dynamically.

     

    Lets say if user selects trendtype as daily then daily.

    weekly then weekly data,

    Monthly then monthly data and qtly then qtly data.

     

    TrendType is a field in my table which has values Daily, weekly and Monthly.

     

    As you suggested I created calculated column for Quarter.

     

    Could you suggest how can I change my data based on user selection like daily, weekly etc

    Below is my sample data

     

     

     

    • mahenkj2's avatar
      mahenkj2
      Icon for Solution Sage rankSolution Sage

      After seeing your data, it seems your data table is the mix of daily, weekly and monthly data and since quarterly data is by default not there, you are trying to get there, right?

      The experts suggesting answers here are trying to use date field of your data to automatically create daily, weekly and so on.

      So if you just want to use TrendType column of your data, then you should have to bring that aggregate from the source data and use that in the slicer, but this does not give the flexibility, later if you need any other granularity level, again need to go to alter source.

      Better you use the date field of your data and only bring lowest granularity data, for example daily. If you do so, then by applying the suggestions already put here by v-henryk-mstf and ribisht17 can be used to create slicer to show granularity levels of interest.

       

      Is it clear enough?