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jaji
Frequent Visitor

Move Values with blank date to Next quarter in DAX

Hi Team, I have a dataset with date column and Task column, In the task column we have "Not-Complete" and "Completed". The "Not-Complete" have blank dates and the "Completed" have dates filled. I want to generate a table that will display past and current quaters for "Completed" and have "Not Complete" in the next quarter, because it is assumed it will be completed then. I don't know how to even get started with that. Thanks for your help.

 

This is what my data looks like: 

 

jaji_1-1730745478120.png

And this is what I want:

 

jaji_2-1730745518281.png

Thanks!

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @jaji ,

I create a table as you mentioned.

vyilongmsft_0-1730775298025.png

Then I think you can create a new table and here is the DAX code.

Table 2 = 
VAR CurrentQuarter =
    QUARTER ( TODAY () )
RETURN
    UNION (
        SELECTCOLUMNS (
            FILTER ( 'Table', 'Table'[Task] = "Completed" ),
            "ID", 'Table'[ID],
            "Date", 'Table'[Date],
            "Task", 'Table'[Task],
            "Quarter", FORMAT ( 'Table'[Date], "\QQ" )
        ),
        SELECTCOLUMNS (
            FILTER (
                ADDCOLUMNS (
                    'Table',
                    "NextQuarter",
                        IF ( QUARTER ( TODAY () ) = 4, 1, QUARTER ( TODAY () ) + 1 )
                ),
                'Table'[Task] = "Not-Complete"
            ),
            "ID", 'Table'[ID],
            "Date", DATE ( 2025, 1, 1 ),
            "Task", 'Table'[Task],
            "Quarter",
                FORMAT ( DATE ( 2025, ( CurrentQuarter * 3 ) + 1, 1 ), "\QQ" )
        )
    )

Finally you will get what you want.

vyilongmsft_1-1730775664889.png

 

 

Best Regards

Yilong Zhou

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

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

Hi @jaji ,

I create a table as you mentioned.

vyilongmsft_0-1730775298025.png

Then I think you can create a new table and here is the DAX code.

Table 2 = 
VAR CurrentQuarter =
    QUARTER ( TODAY () )
RETURN
    UNION (
        SELECTCOLUMNS (
            FILTER ( 'Table', 'Table'[Task] = "Completed" ),
            "ID", 'Table'[ID],
            "Date", 'Table'[Date],
            "Task", 'Table'[Task],
            "Quarter", FORMAT ( 'Table'[Date], "\QQ" )
        ),
        SELECTCOLUMNS (
            FILTER (
                ADDCOLUMNS (
                    'Table',
                    "NextQuarter",
                        IF ( QUARTER ( TODAY () ) = 4, 1, QUARTER ( TODAY () ) + 1 )
                ),
                'Table'[Task] = "Not-Complete"
            ),
            "ID", 'Table'[ID],
            "Date", DATE ( 2025, 1, 1 ),
            "Task", 'Table'[Task],
            "Quarter",
                FORMAT ( DATE ( 2025, ( CurrentQuarter * 3 ) + 1, 1 ), "\QQ" )
        )
    )

Finally you will get what you want.

vyilongmsft_1-1730775664889.png

 

 

Best Regards

Yilong Zhou

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

This is exactly what I was looking to do. Thanks!

lbendlin
Super User
Super User

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