Forum Discussion

newgirl's avatar
newgirl
Post Patron
7 years ago

Quarter Formulas

Hi

I need to make an additional page in my report showing QUARTER, vs PREVIOUS QUARTER and vs LAST YEAR'S SAME QUARTER.

 

Below is a sample data set and I added a new column that would compute the corresponding quarter the month is in using 

QUARTER = "Q"&ROUNDUP(DIVIDE(MONTH('test augh'[Date]),3),0) 
 
LASTNICKNAMEMIDDLEFIRSTAmountDate
MAGDKSANDANA5Jan-19
AGURICHIEGIMRICCHARD3Jan-19
MAGDKSANDANA1Feb-19
AGURICHIEGIMRICCHARD5Feb-19
MAGDKSANDANA20Mar-19
AGURICHIEGIMRICCHARD9Mar-19
MAGDKSANDANA10Apr-19
AGURICHIEGIMRICCHARD30Apr-19
MAGDKSANDANA5May-19
AGURICHIEGIMRICCHARD8May-19
MAGDKSANDANA25Jun-19
AGURICHIEGIMRICCHARD8Jun-19
MAGDKSANDANA200Jul-19
AGURICHIEGIMRICCHARD5Aug-19
MAGDKSANDANA7Sep-19
AGURICHIEGIMRICCHARD10Oct-19
MAGDKSANDANA23Oct-19
AGURICHIEGIMRICCHARD4Nov-19
MAGDKSANDANA12Nov-19
AGURICHIEGIMRICCHARD10Dec-19
MAGDKSANDANA5Jan-18
AGURICHIEGIMRICCHARD3Jan-18
MAGDKSANDANA1Feb-18
AGURICHIEGIMRICCHARD5Feb-18
MAGDKSANDANA20Mar-18
AGURICHIEGIMRICCHARD9Mar-18
MAGDKSANDANA10Apr-18
AGURICHIEGIMRICCHARD30Apr-18
MAGDKSANDANA5May-18
AGURICHIEGIMRICCHARD8May-18
MAGDKSANDANA25Jun-18
AGURICHIEGIMRICCHARD8Jun-18
MAGDKSANDANA100Jul-18
AGURICHIEGIMRICCHARD5Aug-18
MAGDKSANDANA7Sep-18
AGURICHIEGIMRICCHARD10Oct-18
MAGDKSANDANA23Oct-18
AGURICHIEGIMRICCHARD4Nov-18
MAGDKSANDANA12Nov-18
AGURICHIEGIMRICCHARD10Dec-18

 

In the page, I made a filter that lists down "Q1, Q2, Q3, Q4" so the user can select the quarter he wants to see. I added another filter in the page to select 2019 only as well so that the numbers will show 2019 only. 

 

I used the TOTALQTD formula as a measure to compute for the current QTD numbers the reader would like to see.

My next problem comes  in when I need to compute for PREVIOUS QTD and LAST YEAR'S SAME QUARTER.

I tried the following formulas from dutchdatadude.com , replacing the correct column headers in these formulas, but I get error or no result at all.

 

 

 

Below is a screen shot of the report I have for now (the long table shows the correct numbers I want to see as a guide)

 

Hope somebody can help me out and advise the correct formulas to use!

 

Need Help
Tutorial Requests

4 Replies

  • v-frfei-msft's avatar
    v-frfei-msft
    Community Support
    7 years ago

    Hi newgirl ,

     

    To create measures as below.

     

    TotalAmountforSameQuarterLastYear = CALCULATE(SUM(Table1[Amount]),DATEADD(Table1[Date].[Date],-1,YEAR))
    TotalAmountforLastQuarter = CALCULATE(SUM(Table1[Amount]),DATEADD(Table1[Date].[Date],-1,QUARTER))

    • newgirl's avatar
      newgirl
      Post Patron
      7 years ago

      Hi v-frfei-msft ! 

      I tried to input your formulas in my file....I almost got it. 

      I dont' know what I'm doing wrong for the "Previous Quarter" , though. Do you have any idea?

       

       

       

       

       

       

      • v-frfei-msft's avatar
        v-frfei-msft
        Community Support
        7 years ago

        Hi newgirl ,

         

        To create a CALENDAR table should help. Please have a try. If it doesn't meet your requirement, kindly share your sample data and excepted result to me if you don't have any Confidential Information. Please upload your files to One Drive and share the link here.