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Migscruz's avatar
Migscruz
Icon for Helper I rankHelper I
4 years ago
Solved

Month into quarter

Hello,   I have a database that has a date column like this:   01/03/2021 --> Values with this date refers to First Quarter of the year. 01/06/2021 --> Values with this date refers to Second Qua...
  • rsbin's avatar
    4 years ago

    Migscruz,

    One way to do this is to create a new Calculated Column using the SWITCH function:

    Quarter = SWITCH(
                 TRUE(),
                 [YourDateColumn] = 01/03/2021, "Q1",
                 [YourDateColumn] = 01/06/2021, "Q2",
                 [YourDateColumn] = 01/09/2021, "Q3", 
                 "Q4" )

    This is similar to a nested IF function in Excel, but I find it much cleaner this way.

    if you will have multiple years in your data, you will probably need a Year column as well:

    Year = Year ( [YourDateColumn] )

    And then lastly concatentate these two columns together.  Something like Year-Quarter:

    Year-Quarter = [Year] & "-" & [Quarter].

    Hope this helps.

  • ryan_mayu's avatar
    4 years ago

    Migscruz 

    maybe you can try this

    fiscalmonth = 
    VAR _MONTH=MONTH('Calendar'[Date])
    RETURN IF(_MONTH>2,_MONTH-2,_MONTH+10)
    
    fiscalquarter = ROUNDUP('Calendar'[fiscalmonth]/3,0)