Forum Discussion
Setting Custom Dynamic Quarters
The last part of the EDATE is the number of months to adjust by and we want values 0, 3, 6 and 9.
[Quarter budget] * 3 should be TableName[Value] * 3
PS it helps readability / understanding to qualify column names with their tablename first.
Thanks, Brian
Hi Brian,
Thanks for the help, I think I'm close but when i get to multiplying by 3 it ends up being 3 years in the future?
The last part of the EDATE is the number of months to adjust by and we want values 0, 3, 6 and 9.
[Quarter budget] * 3 should be TableName[Value] * 3
PS it helps readability / understanding to qualify column names with their tablename first.
Thanks, Brian
Thank you so much this has worked perfect!!
Ahh only problem now is that the actuals aren't correspoinding to the correct dates in a matrix by quarters.
I've used the quarter name from this calculated table and budget, then the actual from elsewhere.
Do I need to somehow link the quarters to my date table and use the quarters from there instead?
Hey
Yes, both the actuals table and the new budget quarter table need to link to a date table. The budget quarter table needs to link on the calculated date quarter column that you created.
In visuals you can use the date table and select the quarter from the hierarchy.
Thanks, Brian
Hi Brian,
Sorry, now its showing the table on one as 1-feb-19, 1-may-19, 1-aug-19, 1-nov-19 for a quarter.
The problem is the actuals are only counting to them dates and not the date range. i.e only showing as 1 on 1-feb-19 but wont show any for the 2nd etc.
thanks