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Vyshak
Regular Visitor

Option to change starting month of Quarter in date hierarchy

Hi, 

Since i am working on a financial dataset, the first quarter for a year is between April and June whereas in Power BI the default quarter option in date hierarchy refers Qtr1 from Jan - Mar. Is there any other shortcuts apart from adding a calculated column with if/switch case logic. I am trying to avoid a calculated column as it increases the time for refresh when working on live data.

5 REPLIES 5
Miödvitnir
New Member

Hi @Vyshak ,

 

you can achieve this to add the number of months you want to shift the date in the proper Quarter:

For your use case you can do it like that: 

ShiftedQuarter = QUARTER(DATEADD('Date'[Date],9,MONTH))
 
This works as April + 9 Month is January, which is Quarter 1.
 
I think it'll be to late for you but I hope this helps people who find this question as I did. 
 
BR
v-lili6-msft
Community Support
Community Support

hi  @Vyshak 

It could not achieve that change the starting month of Quarter in built-in date hierarchy.

 

You could only define it in new column with sort by column and custom a new custom date hierarchy instead of built-in date hierarchy.

https://radacad.com/sort-by-column-in-power-bi

 

Regards,

Lin

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

Do you know how to get this to work on a line chart to allow a trend line also? I need to show the count by Year (starting April) and Qtr, with a trend line. Thanks

amitchandak
Super User
Super User

@Vyshak , I doubt that. I logged an idea for that. Vote for that.

Quarter with Year End Date
https://ideas.powerbi.com/ideas/idea/?ideaid=b1be6e59-4ad0-4562-826c-5ac5ab3f0f3c

 

You should do that only in your calendar use from there.

refer any month calendar to do that : https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calend...

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oh okay Amit. Will Vote for that idea. thanks

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