Forum Discussion
Anonymous
5 years agoNot applicable
Mobile or dynamic quarters
HI, I need to create a quarter column that changes over month. It needs to group the months by three as mobile quarters. When a new month appears in the data, this one will be the last month of the ...
- Anonymous5 years ago
Hi Anonymous ,
Here are the steps you can follow:
1. Enter power query through transform data and select add column --- index column --- from 1 to generate the index
2. Create calculated column.
Quarter = var _mod=MOD([Index],3) return SWITCH( TRUE(), _mod=1,CALCULATE(MAX([Month]),FILTER('Table',[Index]=EARLIER([Index])+2)), _mod=2,CALCULATE(MAX([Month]),FILTER('Table',[Index]=EARLIER([Index])+1)), _mod=0,[Month])2. Result.
You can downloaded PBIX file from here.
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
5 years agoAnonymous , seems like you have FY that ends in Jan/Apr/Jul/Oct.
Refer to my blog where you can have qtr start date for any on the 12 month start.
1.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