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Frequent Visitor

## Dynamic Current Quarter Filter

Hi all,

I have a scenario where I want to apply a dynamic page filter to include only sales data in the current quarter. For example, today being 14 October 2021, I only want to see sales in this quarter (October 2021 - December 2021). Throughout November and December the filter would remain the same (October 2021 - December 2021) and would change on the 1st of January 2022 where it would change to filter sales only for January 2022 - March 2022 and so on.

Model is fairly straight forward (Sales fact table and sales date dimension table). I was thinking of possibly adding a custom true/false column on the sales date dimension table to indicate whether a given date was in the current quarter but am a bit stuck on how.

Looking for any suggestions on how to approach this. Can provide more info if needed.

Thank you

1 ACCEPTED SOLUTION
Super User

My apologies, I needed to shift the moths a bit.  Give this a try:

``````Current Qtr =
VAR _StartOfQtr = DATE ( YEAR ( TODAY() ), FLOOR ( MONTH ( TODAY() ) -1 , 3 ) + 1 , 1 )
VAR _EndOfQtr = EOMONTH ( _StartOfQtr, 2 )
RETURN
[Date] >= _StartOfQtr && [Date] <= _EndOfQtr ``````
8 REPLIES 8
Super User

Simple enough, add a column of Year+Qtr in the date table this way,

``YrQtr = Year( DATES[Date] ) * 10 + Quarter( Dates[Date] )``

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Super User

``````Current Qtr =
VAR _StartOfQtr = DATE ( YEAR ( TODAY() ), FLOOR ( MONTH ( TODAY() ) -1 , 3 ), 1 )
VAR _EndOfQtr = EOMONTH ( _StartOfQtr, 3 )
RETURN
[Date] >= _StartOfQtr && [Date] <= _EndOfQtr``````

Then just set a filter on that column for True.  When the date rolls into next quarter the dates flagged True will shift to the new quarter.

Frequent Visitor

Hi,

Thank you. This is close however, _StartOfQtr is returning the 1st of September as the start of the quarter resulting in four months instead of the quarter starting on the 1st of October.

Super User

My apologies, I needed to shift the moths a bit.  Give this a try:

``````Current Qtr =
VAR _StartOfQtr = DATE ( YEAR ( TODAY() ), FLOOR ( MONTH ( TODAY() ) -1 , 3 ) + 1 , 1 )
VAR _EndOfQtr = EOMONTH ( _StartOfQtr, 2 )
RETURN
[Date] >= _StartOfQtr && [Date] <= _EndOfQtr ``````
Frequent Visitor

Hey, is there a way to reuse this for last two quarters? Meaning current + last quarter?

Super User

That would look somehting like this.

``````Current Qtr =
VAR _StartOfQtr = DATE ( YEAR ( TODAY() ), FLOOR ( MONTH ( TODAY() ) -1 , 3 ) + 1 , 1 )
VAR _StartOfPQtr = EOMONTH ( _StartOfQtr, -4 ) +1
VAR _EndOfQtr = EOMONTH ( _StartOfQtr, 2 )
RETURN
[Date] >= _StartOfPQtr && [Date] <= _EndOfQtr``````
Frequent Visitor

Perfect thank you!

Super User

@MBPCCX , This Qtr vs last qtr based on today

This Qtr =
var _max = maxx(allselected('Date'), 'Date'[Date])
var _month = mod(month(_max),3)
var _min = date(year(_max),month(_max) -1* if(_month=0,3,_month) ,1)
var _day = date(year(_min),month(_min)+3 ,1) -1
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _day) )

Last Qtr =
var _max = maxx(allselected('Date'), 'Date'[Date])
var _month = mod(month(_max),3)
var _min = date(year(_max)-1,month(_max) -1* if(_month=0,3,_month) ,1)
var _day = date(year(_min),month(_min)+3 ,1) -1
return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _day) )

based on selected date

Qtr Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(ENDOFQUARTER('Date'[Date])))

Last QUARTER Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD( ENDOFQUARTER(dateadd('Date'[Date],-1,QUARTER))))
Last QUARTER Sales = CALCULATE(SUM(Sales[Sales Amount]),PREVIOUSQUARTER(('Date'[Date])))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

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