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Anonymous
Not applicable

Show only this financial Qtr and previous two quarters only on a matrix

Hi community,

 

In the following matrix layout, how can I show this fiancial Qtr and previous two quarters only. For example, at present show only FY20/21-Q3, Q4 and FY21/22 Q1.

FY year starts on July 1.

Quarters & FY year comes from date table.

 

ExcelPBI_0-1632113931917.png

 

Thanks

 

1 ACCEPTED SOLUTION

@Anonymous , FY Qtr from July is FY rename. StartdateofQtr will give you that

Jan, Apr, Jul and Oct are standatd Qtr

 

Start Year = STARTOFQUARTER('Date'[Date])

END Year = ENDOFQUARTER('Date'[Date])

 

 

or

Creating Financial Calendar - From Any Month
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441

Qtr Start Date = DATEADD(STARTOFYEAR('Date'[Date],"7/30"),QUOTIENT(DATEDIFF('Date'[Start Of Year], 'Date'[Date],MONTH),3)*3,MONTH)

View solution in original post

3 REPLIES 3
amitchandak
Super User
Super User

@Anonymous , you can create a flag like this in your date table and use that

 

qtr Type =
Var _lastq = date(year(today()), month(Today())-6,1)
Switch( True(),
[start qtr]<=Today() && [end qtr]>=_lastq,"Last 3 qtr" ,
[qtr Name]
)

Anonymous
Not applicable

@amitchandak thanks, I want the quarters to list under FY years matrix columns. The above logic doesn't work with that.

@Anonymous , FY Qtr from July is FY rename. StartdateofQtr will give you that

Jan, Apr, Jul and Oct are standatd Qtr

 

Start Year = STARTOFQUARTER('Date'[Date])

END Year = ENDOFQUARTER('Date'[Date])

 

 

or

Creating Financial Calendar - From Any Month
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441

Qtr Start Date = DATEADD(STARTOFYEAR('Date'[Date],"7/30"),QUOTIENT(DATEDIFF('Date'[Start Of Year], 'Date'[Date],MONTH),3)*3,MONTH)

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