How to calculate next quarterly review date

[ToriSugden]

Hi,
I have contracts that need to be reviewed quarterly based on the contract start date. I'm trying to work out the next review date for each contract so I can send out reminders for reviews that are due in the next X days.

E.g. Contract 123 commenced on 3-May-2023. Today is 29-Jan-2025 I want to be able to calculate that the next review date is 03-Feb-2025.

[v-tsaipranay · Accepted solution]

Hi @ToriSugden ,

Thanks for reaching out to the Microsoft fabric community forum.

I would also take a moment to personally thank @AlienSx , for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.

Yes, we can establish the date for the next quarterly review. Based on the example you provided, I have used it as sample data on my end and successfully implemented it. Therefore, please refer to the attached pbix file.

I hope this should resolve your issue, if you need any further assistance, feel free to reach out.

If this post helps, then please give us Kudos and consider Accept it as a solution to help the other members find it more quickly.

Thank you. 

[ToriSugden]

Thanks. That has worked. After posting the question I did come up with a solution but yours is more elegant.

[AlienSx]

((start as date, tod as date) => if tod <= start then start
    else Date.AddQuarters(List.Last(List.Generate(() => start, (x) => x < tod, (x) => Date.AddQuarters(x, 1))), 1))
    (#date(2023, 5, 3), #date(2025, 1, 29))