Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI DataViz World Championships are on! With four chances to enter, you could win a spot in the LIVE Grand Finale in Las Vegas. Show off your skills.

Reply
csymons
New Member

QTD

Hi,

I'm trying to figure out how to calculate quarterly sales when I don't have a calendar year-end. I want the user to be able to select month and year they want then press a button for Qtr to get quarterly sales. I know how to get the button selector to choose quarterly sales but not how to calculate quarterly based on year/month selected. How would I do this?Capture.JPG

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

Is qtr is standard calendar . means Apr-Jun, Jul-Sep etc. Better you can use Date calendar and time intelligence

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))

Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))
Last to last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-2,QUARTER)))
Next QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],1,QUARTER)))

Last year same QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,Year)))

trailing QTR = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,QUARTER))

 

If not, Have calendar table when you have Qtr and create a rank on qtr and use the rank . Refer this week example of Using rank

 

https://www.dropbox.com/s/d9898a48e76wmvl/sales_analytics_weekWise.pbix?dl=0

 

Also, vote for Idea of non-standard Qtr

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/39772834-custom-period

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

Is qtr is standard calendar . means Apr-Jun, Jul-Sep etc. Better you can use Date calendar and time intelligence

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))

Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))
Last to last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-2,QUARTER)))
Next QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],1,QUARTER)))

Last year same QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,Year)))

trailing QTR = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,QUARTER))

 

If not, Have calendar table when you have Qtr and create a rank on qtr and use the rank . Refer this week example of Using rank

 

https://www.dropbox.com/s/d9898a48e76wmvl/sales_analytics_weekWise.pbix?dl=0

 

Also, vote for Idea of non-standard Qtr

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/39772834-custom-period

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
Feb2025 Sticker Challenge

Join our Community Sticker Challenge 2025

If you love stickers, then you will definitely want to check out our Community Sticker Challenge!

Jan NL Carousel

Fabric Community Update - January 2025

Find out what's new and trending in the Fabric community.