If a date is in current quarter, then something, else, something else; help

[AliceW]

Hi guys,

I'm stuck. Please help out.

So, I'm having a dataset, with Opportunities and their Close Dates, Amount Non-Weighted, and Amount Weighted.

I'd like to have a formula in a column saying: if Close Date is in the CURRENT QUARTER, then Amount Non-Weighted, else Amount Weighted.

Thank you so much.

Alice

[Anonymous]

Hey @AliceW ,

I would use an if like in a calculated column like:

if = if(quarter([Date])=Quarter([Now())," Amount Non-Weighted","Amount Weighted")

Let me know if it helped, if so mark as solution.

Best Regards,

Duarte Raminhos

[AliceW]

Hi Duarte,

I can't seem to find QUARTER in the function list.

[Gordonlilj · Accepted solution]

Hi,

Try creating a calculated column like something below and see if it helps

CalcColumn = 

IF( YEAR( 'Table'[Close Date] ) & QUARTER( 'Table'[Close Date] ) = YEAR( TODAY() ) & QUARTER( Today() ),
'Table'[Amount Non-Weighted],'Table'[Amount Weighted] )

[AliceW]

Hi Gordon,

Based on your suggestion, I figured it out. for some reason, QUARTER is not available in my list of functions, but I did use FORMAT(TODAY(),"Q").

Thank you!

Alice

[Gordonlilj]

Good to hear that you solved it.

The quarter function came with the 2019 december update so perhaps you don't have the latest version

[AliceW]

They have finally added the Quarter function? Hourray! I'll download it now - you were right, I did not have it.

Thanks again, Gordon!