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Mooihoek
Helper II
Helper II

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
Anonymous
Not applicable

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

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.

Anonymous
Not applicable

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

 

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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