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ReadTheIron's avatar
ReadTheIron
Icon for Helper III rankHelper III
3 years ago
Solved

How to group quarters?

I'm trying to display my data grouped by Q1+Q4 and Q2+Q3, but the option to create data groups on the modeling group disappears when I'm at the Quarter level in Date Hierarchy. I think I must be missing something obvious, but my searches are all turning up how to group my data into quarters, rather than how to group my quarters together. Any help appreciated!

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  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi  ReadTheIron ,

     

     

    Here are the steps you can follow：

    1. Enter data – create a table.

    2. Create measure.

    Measure =
SWITCH(
    TRUE(),
    MAX('Table2'[Group])= "Q1+Q4",
    SUMX(
        FILTER(ALL('Table'),
        QUARTER('Table'[Date])=1 || QUARTER('Table'[Date])=4),[Value]),
     MAX('Table2'[Group])= "Q2+Q3",  
     SUMX(
        FILTER(ALL('Table'),
        QUARTER('Table'[Date])=2 || QUARTER('Table'[Date])=3),[Value]))

    3. Result:

     

     

    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

2 Replies

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    3 years ago

    ReadTheIron , they should group under year.

    How are you using those

     

    I usually prefer to create columns in date/calendar table and join back with table and use that

     

    Calendar = Addcolumns(calendar(date(2012,01,01), date(2024,12,31) ), "Month no" , month([date])
    , "Year", year([date])
    , "Month Year", format([date],"mmm-yyyy")
    , "Month year sort", year([date])*100 + month([date])
    , "Qtr Year", format([date],"yyyy-\QQ")
    , "Qtr", quarter([date])
    , "Month",FORMAT([Date],"mmmm")
    , "Month sort", month([DAte])
    , "FY Year", if( Month(([DAte])) <7 , year(([DAte]))-1 ,year(([DAte])))
    , "Is Today" ,if([Date]=TODAY(),"Today",[Date]&"")
    ,"Day of Year" , datediff(date(year([DAte]),1,1), [Date], day)+1
    , "Month Type", Switch( True(),
    eomonth([Date],0) = eomonth(Today(),-1),"Last Month" ,
    eomonth([Date],0)= eomonth(Today(),0),"This Month" ,
    Format([Date],"MMM-YYYY") )
    ,"Year Type" , Switch( True(),
    year([Date])= year(Today()),"This Year" ,
    year([Date])= year(Today())-1,"Last Year" ,
    Format([Date],"YYYY")
    )
    )

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi  ReadTheIron ,

     

     

    Here are the steps you can follow：

    1. Enter data – create a table.

    2. Create measure.

    Measure =
SWITCH(
    TRUE(),
    MAX('Table2'[Group])= "Q1+Q4",
    SUMX(
        FILTER(ALL('Table'),
        QUARTER('Table'[Date])=1 || QUARTER('Table'[Date])=4),[Value]),
     MAX('Table2'[Group])= "Q2+Q3",  
     SUMX(
        FILTER(ALL('Table'),
        QUARTER('Table'[Date])=2 || QUARTER('Table'[Date])=3),[Value]))

    3. Result:

     

     

    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