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Calculating current Quarter

I'm trying to create a calculated column to return the current quarter like I do for current month. I use these mostly as a visualization filter so the report updates to the current information.

This is the formula I use for Current Month:

CurrentMonth = IF(YEAR('LST Report'[EffectiveDate])&MONTH('LST Report'[EffectiveDate])=YEAR(NOW())&MONTH(NOW()),1,0)

This is what I'm trying for Current Quarter, it is not working as I would expect.

CurrentQuarter = IF(YEAR('LST Report'[EffectiveDate])&MONTH('LST Report'[EffectiveDate]+2/3)=YEAR(NOW())&MONTH(NOW()+2/3),1,0)

 Any thoughts are appreciated

 

1 ACCEPTED SOLUTION

Accepted Solutions
Flori_Abb Frequent Visitor
Frequent Visitor

Re: Calculating current Quarter

Hi Caitlin_Knox

 

i guess you enter this formula in a date table and you want to add a column what shows you 1 if the date is the current quater. In this case i added before a quaternumber column:

 

QuaterNumber = if(dim_Date[Year] = year(now());roundup(dim_Date[MonthNumberOfYear]/3;0);0) and then

 

Current QTD = if(dim_Date[QuaterNumber] = roundup(month(now()-1)/3;0);1;0)

That works for me fine, maybe it helps you also.

KR

Florian

View solution in original post

3 REPLIES 3
Flori_Abb Frequent Visitor
Frequent Visitor

Re: Calculating current Quarter

Hi Caitlin_Knox

 

i guess you enter this formula in a date table and you want to add a column what shows you 1 if the date is the current quater. In this case i added before a quaternumber column:

 

QuaterNumber = if(dim_Date[Year] = year(now());roundup(dim_Date[MonthNumberOfYear]/3;0);0) and then

 

Current QTD = if(dim_Date[QuaterNumber] = roundup(month(now()-1)/3;0);1;0)

That works for me fine, maybe it helps you also.

KR

Florian

View solution in original post

Moderator v-sihou-msft
Moderator

Re: Calculating current Quarter

@Caitlin_Knox

 

You can also use following expression to get the Quarter number.

 

Quarter Number = INT(FORMAT(NOW(),"q"))

Regards,

 

SBoraste Visitor
Visitor

Re: Calculating current Quarter

You can calculate the current Quarter Sales using below DAX:

CY Quarter = CALCULATE(SUM('Sample Data'[Total Budget]),YEAR('Sample Data'[Project Start Date])=YEAR(TODAY()),
'Date Table'[QuarterOfYear]=ROUNDUP(MONTH(TODAY()) / 3, 0))

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