create table with month/fiscal qtr/fiscal yr sales by customer group

[mowen399]

Looking for some help here. I need to create a table that has Month Sales, Fiscal Qtr Sales, and Fiscal YR sales by customer groups. The table must be able to be filtered by slicers by selecting month and year. Based on the month/year the data should update sales figures up to the date selected. Issue i'm having is with history,

I have already added fiscal qtr and fiscal yr columns on my table. How can i create a measure or new column that will calculate the sum of sales based on customer group and qtr. 

Should look something like this:

Cust group    Monthly Sales    Qtr Sales   FY Sales

 Sample             100                     200           200

[v-jiascu-msft]

Hi @mowen399,

Could you please mark the proper answer if it's convenient for you? That will be a help to others.

Best Regards!
Dale

[Anonymous]

You need to create a "Dates" table and then join it to your sales table.  Then you will be able to break sales up by every possible time frame.

Instructions are as followed:

1 - Switch to Data View by clicking the middle icon on the left under the ribbon.

2 - Activate the “Modeling” ribbon on top of the page and click the New Table button. The expression “Table =” will appear in the Formula Bar.  Replace “Table=” with:

DateDimension = CALENDAR( "1/01/2015", "12/31/2018" )

Then, click on “New Column” for each line below.

FullYear = YEAR([Date])

ShortYear = VALUE(Right(Year([Date]),2))

MonthNumber = MONTH([Date])

MonthNumberFull = FORMAT([MonthNumber],"00")

MonthFull = FORMAT([Date], "MMMM")

MonthAbbr = FORMAT([Date], "MMM")

WeekNumber = WEEKNUM([Date])

WeekNumberFull = FORMAT(Weeknum([Date]), "00")

DayOfMonth = DAY([Date])

DayOfMonthFull = FORMAT(Day([Date]),"00")

DayOfWeek = WEEKDAY([Date])

DayOfWeekFull = FORMAT([Date],"dddd")

DayOfWeekAbbr = FORMAT([Date],"ddd")

ISODate = [FullYear] & [MonthNumberFull] & [DayOfMonthFull]

FullDate = [DayOfMonth] & " " & [MonthFull] & " " & [FullYear]

QuarterFull = "Quarter " & ROUNDDOWN(MONTH([Date])/4,0)+1

QuarterAbbr = "Qtr " &ROUNDDOWN(MONTH([Date])/4,0)+1

Quarter = "Q" &ROUNDDOWN(MONTH([Date])/4,0)+1

QuarterNumber = ROUNDDOWN(MONTH([Date])/4,0)+1

QuarterAndYear = DateDimension[Quarter]&DateDimension[FullYear]

MonthAndYearAbbr = DateDimension[MonthAbbr] & " " & [FullYear]

QuarterAndYearNumber = [FullYear] & [QuarterNumber]

YearAndWeek = VALUE([FullYear] &[WeekNumberFull])

YearAndMonthNumber = Value(DateDimension[FullYear] & DateDimension[MonthNumberFull])

When finished, highlight each of the six “Column” below and click on “Sort by Column” and set to the correct sort.

Column Sort                       By Column

MonthAbbr                        MonthNumber

DayOfWeekFull                DayOfWeek

DayOfWeekAbbr              DayOfWeek

Quarter And Year             QuarterAndYearNumber

FullDate                               Date

MonthAndYearAbbr       YearAndMonthNumber

MonthFull                           MonthNumber

[mowen399]

I have a date table created. The issue i am having is calculating the quarter sales based off of month selected in slicer. For example, we run on a fiscal April-March.  If a user selects feb 2017 as there filter,the quarter should only return sales history for Jan/Feb. I can get the full quarter (Jan-March), but i only want Jan & Feb. 

[v-jiascu-msft · Accepted solution]

Hi @mowen399,

How does the data source look like? If they are in one table or are organized with proper relationships, we just need to sum the sales. The result will be recount by the context of the customer groups. There are three time intelligence functions that suit for your scenario. TOTALMTD, TOTALQTD, TOTALYTD. 

We could use this formula in your latest post.

Measure =
CALCULATE (
    TOTALQTD ( SUM ( Sales[Quantity] ), 'Date'[Date] ),
    DATESBETWEEN (
        'Date'[Date],
        STARTOFQUARTER ( 'Date'[Date] ),
        MAX ( 'Date'[Date] )
    )
)

If this couldn't solve your problem, please post a sample including relationships.

Best Regards!

Dale

[mowen399]

Thanks for the help. I was missing the Max as part of the formula.