QUARTERLY VARIATION

[Syndicate_Admin]

Good evening, I have this formula where I can see the quarterly variation of 2022 and 2023 this compares current quarter against previous quarter of each year, I would like to know how I can improve the formula or some other option that when changing hierarchy makes me that annual variation bone quarter 1 of 2022 against quarter 1 of 2023.

[amitchandak]

@Syndicate_Admin , for the current formula you do not need dateadd.

few other options are

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

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

Last QUARTER Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD( ENDOFQUARTER(dateadd('Date'[Date],-1,QUARTER))))
Last QUARTER Sales = CALCULATE(SUM(Sales[Sales Amount]),PREVIOUSQUARTER(('Date'[Date])))

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)))

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

Try new offset function

Power BI Offset Compare Categories, Time Intelligence MOM, QOQ, and YOY: https://youtu.be/5YMlkDNGr0U