Quarter over Quarter % change but using fiscal calendar

[Anonymous]

Currently using the quick measure to calculate quarter over quarter % change but it labels Jan as start of Q1 and im using fiscal calendar where April is start of Q1. How can I fix this?

[TrentS]

 Have to give some Kudos here as it has helped me on some aspects of a similar issue. Thanks!

[v-angzheng-msft · Accepted solution]

Hi, @Anonymous 

Try to create the following measures:

fiscal year:

QTD

_FY_QTD = 
CALCULATE (
    SUM ( 'Table'[Sale] ),
    FILTER (
        ALL ( 'Table' ),
        'Table'[_FY_Year] = MAX ( 'Table'[_FY_Year] )
            && 'Table'[_Fiscal Quarter] = MAX ( 'Table'[_Fiscal Quarter] )
            && 'Table'[Date] <= MAX ( 'Table'[Date] )
    )
)

PQTD

_FY_PQTD = 
IF (
    MAX ( [_Fiscal Quarter] ) > 1,
    CALCULATE (
        SUM ( 'Table'[Sale] ),
        FILTER (
            ALL ( 'Table' ),
            'Table'[_FY_Year] = MAX ( 'Table'[_FY_Year] )
                && 'Table'[_Fiscal Quarter]
                    = MAX ( 'Table'[_Fiscal Quarter] ) - 1
        )
    ),
    CALCULATE (
        SUM ( 'Table'[Sale] ),
        FILTER (
            ALL ( 'Table' ),
            'Table'[_FY_Year]
                = MAX ( 'Table'[_FY_Year] ) - 1
                && 'Table'[_Fiscal Quarter] = 4
        )
    )
)

 QOQ%

_FY_QOQ% = 
var _QOQ=IF('Table'[_FY_PQTD]<>BLANK(),'Table'[_FY_QTD]-'Table'[_FY_PQTD])
return DIVIDE(_QOQ,'Table'[_FY_PQTD])

Sample data:

result:

Please refer to the attachment below for details

Hope this helps.

Best Regards,
Community Support Team _ Zeon Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[ryan_mayu]

@Anonymous 

you need to create a fiscal quarter column

Fiscal Quarter = 
VAR _q=QUARTER('date'[Date])
return If(_q=1,"Q4","Q"&_q-1)

pls don't use  quick measure, try to use DAX to create a measure

DATEADD function (DAX) - DAX | Microsoft Docs

[Anonymous]

Could you help with the DAX formula?

[ryan_mayu]

@Anonymous 

since I don't see your sample data. I guess maybe you can try this to get the previous quarter value.

pervious quarter=CALCULATE(sum('Table'[value]),DATEADD('Date'[date],-1,QUARTER))

YOY=sum('Table'[value])/previous quarter -1