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Mooihoek Regular Visitor
Regular Visitor

Translate Dates into Custom Financial Quarters

I have a simple date column in a table in the format below:

 

10/10/2018

01/02/2017

04/02/2018

 

How can I arrange these by some custom financial quarter dates?  

 

 

Q1

Feb-20

May-20

Q2

May-21

Aug-20

Q3

Aug-21

Nov-20

Q4

Nov-21

Feb-20

4 REPLIES 4
Jessica_Seiya Established Member
Established Member

Re: Translate Dates into Custom Financial Quarters

Create a calculated column and try to use the following DAX:

 

Q = "Q"&ROUNDUP(MONTH(IF('US Calendar'[Month]<=7,'US Calendar'[Date]-50,'US Calendar'[Date]-51))/3,0)

2018-07-03_13-31-46.png

Mooihoek Regular Visitor
Regular Visitor

Re: Translate Dates into Custom Financial Quarters

Doesnt seem to work, I get :

 

DAX comparison operations do not support comparing values of type Text with values of type Integer. Consider using the VALUE or FORMAT function to convert one of the values.

Jessica_Seiya Established Member
Established Member

Re: Translate Dates into Custom Financial Quarters

Did you use the following DAX to change get the number of Month?

 

Month = MONTH('US Calendar'[Date])

2018-07-03_17-08-00.png

 

Mooihoek Regular Visitor
Regular Visitor

Re: Translate Dates into Custom Financial Quarters

thats it!  How does the logic work there?  if I wanted to amend to change the dates to:

 

Q1

Feb-04

May-05

Q2

May-06

Aug-04

Q3

Aug-05

Nov-03

Q4

Nov-04

Feb-03

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