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Helper III
Helper III

Fiscal Calendar - Quarter To Date

I'm having trouble with my Quarter to Date formula not working. I'm trying to make a dynamic QTD formula.

This is what I came up with. I'm guessing if there no sales on the specific date, there are no visible sales.


QTD $ = 
VAR CurrentQuarter =
       MAX (DIM_DATE[fin_quarter_no] ),
       DIM_DATE[financial_date] = TODAY ()
    CALCULATE ( [Demand $], DIM_DATE[fin_quarter_no] = CurrentQuarter 



Super User
Super User

@Tuan , If your QTR start with Jan, Apr, Jul, Oct (irrespective of which qtr no they are), You can use datesQTD with date table


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

Last year same QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,Year)))


for any other you need Qtr start date and Qtr Day and Qtr rank column

new columns in date tabke 

Qtr Start Date = DATEADD(STARTOFYEAR('Date'[Date],"4/30"),QUOTIENT(DATEDIFF('Date'[Start Of Year], 'Date'[Date],MONTH),3)*3,MONTH) //choose end of year of your choice in place for 4/30
Qtr Day = DATEDIFF('Date'[Qtr Start Date],'Date'[Date],Day)+1
Qtr Rank = RANKX(all('Date'),'Date'[Qtr Start date],,ASC,Dense)


measure like
This Qtr = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])))
Last Qtr = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])-1))

This QTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank]) && [Qtr Day] <=max([Qtr Day])))
Last QTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])-1 && [Qtr Day] <=max([Qtr Day])))


Creating Financial Calendar - From Any Month


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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Helper III
Helper III

I think i fixed it using <= sign. If anyone has a better method i would love to know.


DIM_DATE[financial_date] <= TODAY ()


It works with my Quarter to Date but not my month to date.

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