Last and Current Quarter

[Krishna_Newuser]

Hello,

I need to calculate the last quarter and current quarter for this year to be shown in CARD visual.   Quarter starts from April to March which will be fiscal year. Data has the value since last year May (2023) to till date. When I try to take the current quarter (April, May (2024)), its provides the data of just May month (38%) which is very worrying for me. Request your help on this.
For E:G, based on the data mentioned below my previous quarter should be(Jan to Mar) 39%
Current quarter should be(April-May) 34%.

Note: If its move to another quarter(July to Sep) it will have to pick the data automatically and show it.

I have the calendar table which I have created fiscal year, Quarter, Month Name, Month separately.

Store Id	Store Name	NewAdoption	TxnDt
1	AA	0%	05-May-24
2	BB	80%	05-May-24
3	CC	82%	05-May-24
4	DD	56%	05-May-24
5	EE	92%	05-May-24
6	FF	0%	05-May-24
7	GG	6%	05-May-24
8	HHH	51%	05-May-24
9	AAA	39%	05-May-24
10	BBB	0%	05-May-24
11	AAA	78%	05-May-24
12	AAAA	28%	05-May-24
13	AAAAA	16%	05-May-24
14	BBBBB	2%	05-May-24
1	AA	0%	01-Apr-24
2	BB	80%	01-Apr-24
3	CC	82%	01-Apr-24
4	DD	56%	01-Apr-24
5	EE	92%	01-Apr-24
6	FF	0%	08-Apr-24
7	GG	6%	08-Apr-24
8	HHH	0%	08-Apr-24
9	AAA	39%	08-Apr-24
10	BBB	0%	08-Apr-24
11	AAA	0%	08-Apr-24
12	AAAA	28%	15-Apr-24
13	AAAAA	16%	15-Apr-24
14	BBBBB	14%	15-Apr-24
1	AA	0%	01-Jan-24
2	BB	80%	08-Jan-24
3	CC	82%	10-Jan-24
4	DD	56%	21-Jan-24
5	EE	92%	01-Feb-24
6	FF	0%	08-Feb-24
7	GG	6%	11-Feb-24
8	HHH	51%	13-Feb-24
9	AAA	39%	01-Mar-24
10	BBB	0%	02-Mar-24
11	AAA	78%	03-Mar-24
12	AAAA	28%	04-Mar-24
13	AAAAA	16%	05-Mar-24
14	BBBBB	14%	06-Mar-24

[Ashish_Mathur]

Hi,

PBI file attached.

Hope this helps.

[v-jiewu-msft · Accepted solution]

Hi @Krishna_Newuser ,

First of all, many thanks to  for your very quick and effective replies.

Based on my testing, please try the following methods:

1.Create the simple table.

2.Create the new measure to calculate current sales.

Current quarter = 
var quart_ = QUARTER(TODAY())
//SELECTEDVALUE('Table quarter'[Quart])
VAR current_rows = CALCULATE(COUNTROWS('Table'), FILTER('Table', 'Table'[Quarter] = quart_))
VAR current_adop = CALCULATE(SUM('Table'[NewAdoption]), FILTER('Table', 'Table'[Quarter] = quart_))
var result = DIVIDE(current_adop, current_rows)
RETURN
FORMAT(result, "0%")
//result

3.Create the new measure to calculate forcast sales.

Lat quarter = 
var quart_ = QUARTER(TODAY())
//SELECTEDVALUE('Table quarter'[Quart])
VAR last_rows = CALCULATE(COUNTROWS('Table'), FILTER('Table', 'Table'[Quarter] = (quart_ - 1)))
VAR last_adop = CALCULATE(SUM('Table'[NewAdoption]), FILTER('Table', 'Table'[Quarter] = (quart_ - 1)))
var result = DIVIDE(last_adop, last_rows)
RETURN
IF(quart_ = 1, BLANK(), FORMAT(result, "0%"))

4.Drag two measure into the card visual. The result is shown below.

Best Regards,

Wisdom Wu

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

[Krishna_Newuser]

Thank you so much, this helps

[Bmejia]

look at this post, I found it beside your post in the recommendations.  You will need to create a quarter column, then two measures for your current and previous quarter results.

https://community.fabric.microsoft.com/t5/Desktop/Current-Quarter-and-last-quarter-calculation/m-p/7...