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BKnecht's avatar
BKnecht
Kudo Kingpin
10 years ago
Solved

QTD Function with Custom Fiscal Quarters

Hi,   I'm trying to create a Quarter to Date measure, but we have custom fiscal quarters, with our fiscal year starting in April (so, Q1 would be April-June). When I use the DatesYTD Function to cr...
  • v-caliao-msft's avatar
    v-caliao-msft
    10 years ago

    Hi BKnecht,

     

    You can create a calculated column to return fiscal quarter, the sample DAX would like below.
    FYQuarter = "FY "&IF(MONTH(FiscalQTD[Date])>=4,YEAR(FiscalQTD[Date])+1,YEAR(FiscalQTD[Date]))&" Quarter"&CEILING(IF(MONTH(FiscalQTD[Date])>=4,(MONTH(FiscalQTD[Date])-3)/3,(MONTH(FiscalQTD[Date])+9)/3),1)

    The create the QTD column use the DAX below.
    QTD = CALCULATE(SUM(FiscalQTD[Sales]),FILTER(ALLEXCEPT(FiscalQTD,FiscalQTD[FYQuarter]),FiscalQTD[Date]<=EARLIER(FiscalQTD[Date])))

     

    The report looks like below.

     

    Regards,

    Charlie Liao

v-caliao-msft's avatar
v-caliao-msft
Microsoft Employee
10 years ago

Hi BKnecht,

 

You can create a calculated column to return fiscal quarter, the sample DAX would like below.
FYQuarter = "FY "&IF(MONTH(FiscalQTD[Date])>=4,YEAR(FiscalQTD[Date])+1,YEAR(FiscalQTD[Date]))&" Quarter"&CEILING(IF(MONTH(FiscalQTD[Date])>=4,(MONTH(FiscalQTD[Date])-3)/3,(MONTH(FiscalQTD[Date])+9)/3),1)

The create the QTD column use the DAX below.
QTD = CALCULATE(SUM(FiscalQTD[Sales]),FILTER(ALLEXCEPT(FiscalQTD,FiscalQTD[FYQuarter]),FiscalQTD[Date]<=EARLIER(FiscalQTD[Date])))

 

The report looks like below.

 

Regards,

Charlie Liao

  • BKnecht's avatar
    BKnecht
    Kudo Kingpin
    10 years ago

    Hi Charlie,

     

    This is exactly what I was looking for. some of the other posts worked as well, but this gives me a way to slice and display the data in the way I was hoping to do.

     

    Thank you for your reply and taking the time, huge help! I'm working on building a Dashboard for our Finance Team, and this will be extremely helpful.

     

    Thank you again!