Quarter Formulas

[newgirl]

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) 

LAST	NICKNAME	MIDDLE	FIRST	Amount	Date
MAG	DK	SAN	DANA	5	Jan-19
AGU	RICHIE	GIM	RICCHARD	3	Jan-19
MAG	DK	SAN	DANA	1	Feb-19
AGU	RICHIE	GIM	RICCHARD	5	Feb-19
MAG	DK	SAN	DANA	20	Mar-19
AGU	RICHIE	GIM	RICCHARD	9	Mar-19
MAG	DK	SAN	DANA	10	Apr-19
AGU	RICHIE	GIM	RICCHARD	30	Apr-19
MAG	DK	SAN	DANA	5	May-19
AGU	RICHIE	GIM	RICCHARD	8	May-19
MAG	DK	SAN	DANA	25	Jun-19
AGU	RICHIE	GIM	RICCHARD	8	Jun-19
MAG	DK	SAN	DANA	200	Jul-19
AGU	RICHIE	GIM	RICCHARD	5	Aug-19
MAG	DK	SAN	DANA	7	Sep-19
AGU	RICHIE	GIM	RICCHARD	10	Oct-19
MAG	DK	SAN	DANA	23	Oct-19
AGU	RICHIE	GIM	RICCHARD	4	Nov-19
MAG	DK	SAN	DANA	12	Nov-19
AGU	RICHIE	GIM	RICCHARD	10	Dec-19
MAG	DK	SAN	DANA	5	Jan-18
AGU	RICHIE	GIM	RICCHARD	3	Jan-18
MAG	DK	SAN	DANA	1	Feb-18
AGU	RICHIE	GIM	RICCHARD	5	Feb-18
MAG	DK	SAN	DANA	20	Mar-18
AGU	RICHIE	GIM	RICCHARD	9	Mar-18
MAG	DK	SAN	DANA	10	Apr-18
AGU	RICHIE	GIM	RICCHARD	30	Apr-18
MAG	DK	SAN	DANA	5	May-18
AGU	RICHIE	GIM	RICCHARD	8	May-18
MAG	DK	SAN	DANA	25	Jun-18
AGU	RICHIE	GIM	RICCHARD	8	Jun-18
MAG	DK	SAN	DANA	100	Jul-18
AGU	RICHIE	GIM	RICCHARD	5	Aug-18
MAG	DK	SAN	DANA	7	Sep-18
AGU	RICHIE	GIM	RICCHARD	10	Oct-18
MAG	DK	SAN	DANA	23	Oct-18
AGU	RICHIE	GIM	RICCHARD	4	Nov-18
MAG	DK	SAN	DANA	12	Nov-18
AGU	RICHIE	GIM	RICCHARD	10	Dec-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!

[v-frfei-msft]

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]

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]

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.

[newgirl]

Hi @v-frfei-msft !

Here is the link for the file - 

https://drive.google.com/file/d/1TW-7qdHcoKikw2TCCq4mjjGy87s7fQkb/view?usp=sharing

There's no confidential info inside since I just made up the raw data for sample purposes. Kindly refer to Page 2.

My expected result for "Q_PQ" (it means QTD_Previous Quarter) is 86 but instead, my file shows 212.

Thank you!