quarter
7 TopicsHelp with Full Quarter Total
So I'm trying to get a total for salesreps quotas for the current quarter, including dates that havent happened yet so I can create a daily quota requirement and then a QTD quota based on the daily quota for sales reps to see how they are pacing during the quarter. The formula I've been trying and playing around with is: CALCULATE([Sum of RSM Quotas], 'Quotas Unrelated'[Is this Qtr] = "TRUE") But it keeps giving me the full year total. Or this formula ends up giving me the month's total so I'm assuming its trying to do QTD with only one date. CALCULATE(SUM('Quotas RSM'[Quota]), 'Combined Table'[Current Quarter] = TRUE()) In my tables, I have the sales reps quotas for each month with 1 date attached. I also have a date table with a relationship to the quota table. Heres a super simplified example of my quota data. Quota Date Sales rep 52000 7/1/2025 rep 1 98000 7/1/2025 rep 2 33000 7/1/2025 rep 3 56000 8/1/2025 rep1 91000 8/1/2025 rep 2 34000 8/1/2025 rep 3 54000 9/1/2025 rep1 93000 9/1/2025 rep 2 32000 9/1/2025 rep 3Solved1.7KViews0likes7CommentsHelp with Last Quarter Formula
I calculated the sum for last quarter and last quarter previous year but they only work when I plot them against a time period. I am trying to plot it against customer name instead and the measures just return blanks. My data has sums of activity by quarterly dates only, not daily. These are my measures that are working but only if plotted against date logic. Net Added Last Quarter = CALCULATE(SUM(OWSSummaryByQuarterByEU[channel_licenses_net_added]), PREVIOUSQUARTER(OWSSummaryByQuarterByEu[End of Quarter].[Date])) Net Added Last Quarter Prior Year = CALCULATE([Net Added Last Quarter], SAMEPERIODLASTYEAR(OWSSummaryByQuarterByEU[End of Quarter].[Date])) Does anyone have a formula that would give me the sum of last quarter when not plotted against time? I'm assuming it needs to be a calculated column but everything I try is returning blank or error. Willing to try DAX or Power Query solutions.1.2KViews0likes7CommentsCalculating current Quarter and use filter in DAX
So i have this DAX here and I want to be selecting current Quarter automatically instead of manually changing it every time what should I change? Target = Calculate(SUM('TABLE'[Budget])/12, FILTER( TABLE,'TABLE'[Year]=2018 && 'TABLE'[Quarter]="Q3")) Can I also do this with year too? in a different query. Or use a function to calcualte QTD?Solved3.2KViews0likes2CommentsCalculating Growth vs Qtr of previous yr in one table (Q1 CY vs Q4 LY)
Hi, So I have a sales table and date table. I want to summarize the quarterly growths vs the same quarter in previous years + I want to calculate the QoQ growth (all in one table). The format is as in table below. What I am struggling with is calculating the growth in Q1 vs Q4 of previous year. How do I make a measure that does that? Year Filter: 20XX Q1 Q2 Q3 Q4 vs Y-1 vs Y-2 vs Y-3 vs LQ vs Y-1 vs Y-2 vs Y-3 vs Lq vs Y-1 vs Y-2 vs Y-3 vs Lq vs Y-1 vs Y-2 vs Y-3 vs Lq Brand A Brand B Brand CSolved907Views0likes2CommentsFilter Latest Quarter
Hello Apologies if this has been answered in another post. I have searched but cannot find the answer I'm looking for. I'm trying to create a measure to show the sum a value for the latest quarter in the data. I already have a measure to sum the column I'm interested in Rebate Sum = SUM ( vwEdoxabanRebateByCCG[RebateValue] ) I have joined my fact table to my date table I've tried the following which isn't giving me the result I'm after Rebate Current Quarter = CALCULATE ( [Rebate Sum], FILTER ( 'Date', 'Date'[FY Year & Quarter] = MAX ( 'Date'[FY Year & Quarter] ) ) ) I think its filtering to the last quarter in the Date table. I would like it to filter on the last quarter for which there is data in the fact table (vwEdoxabanRebateByCCG) without adding a quarter column to the fact table. Thanks in advance for any help.Solved4.2KViews0likes4CommentsBar chart by quarter including last quarter from previous year
Hi there, I currently have a report that shows me a selected year's metrics by quarter on a bar chart: However, I would like this view to also show me a bar for the last quarter of the previous year for comparison, that would still show up even if I have a page level filter for Year. For example: if I filter my page to the year of 2018, I still want to see the last quarter of 2017 on my bar chart, to the left of the 2018 quarters bars, ideally looking something like this: Is this possible? How can I achieve this or something similar that serves the same purpose? Thanks in advance!Solved7.5KViews0likes5Commentspower bi graph is not showing exact vlaues
Hi Team, I have the data represented in the below excel format. Now I want to represent the Excel table in status bar chart by quarter in PowerBi as shown below. I have a Region filter in powerbi dashboard. Ideally, depending on the Region filter the Power Bi graph values should be changed accordingly. But here the issue is when we are selecting a specific region, we are able to show the same values as in Excel, but when we are selecting the option as ‘SELECT ALL’ in the filter the graph values are not giving the correct values as per the excel sheet in the ‘Project Status Trends’ section. Please find the above provided screenshots and let me know if you could assit with this request ASAP. Regards, Keerthi