calculate custom financial Quarter based on date column

[Manjula]

Hi All,

I want to create Financial Quarter based on existing date column

EX: My organization financial Quarter begins from September 1st so how to calculate the quarter based on existing date column ( i have column start date which has date column)

sepQ1

Oct

Nov

DecQ2

Jan

Feb

MarQ3

Apr

May

JunQ4

Jul

Aug

[Anonymous · Accepted solution]

Hi @Manjula,

I'd like to suggest date function on your data field with an offset number to get the modified date values, then you can use the quarter function to extract the custom fiscal quarter:

FiscalQuarter = 
QUARTER (
    DATE ( YEAR ( 'Table'[Date] ), MONTH ( 'Table'[Date] ) - 8, DAY ( 'Table'[Date] ) )
)

Regards,

Xiaoxin Sheng

[Manjula]

its not working

[amitchandak]

@Manjula ,

You can create new qtr like

Qtr = if(Quarter([Date]), 4, 1, Quarter([Date]) +1)

Qtr name = "Q" & if(Quarter([Date]), 4, 1, Quarter([Date]) +1)