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DAX formula for any fiscal quarter in the Calendar table|Power Pivot|Excel Forum|My Online Training Hub

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DAX formula for any fiscal quarter in the Calendar table
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Troy Ridley
USA/Texas/Austin

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February 20, 2020
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April 11, 2020 - 1:41 am
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My fiscal year starts in September.  So in a calendar year...

Date = 9/1/2020

MONTH(dCalendar[Date]) = 9

YEAR(dCalendar[Date] = 2020

Fiscal Year = IF(MONTH(dCalendar[Date]) < 9, YEAR(dCalendar[Date]), YEAR(dCalendar[Date] - 1)

How do I set my Fiscal Quarter without a long IF statement?  Is this the shortest choice?

IF(MONTH(dCalendar[Date]) < 3, 2, IF(MONTH(dCalendar[Date]) < 6, 3, IF(MONTH(dCalendar[Date]) < 9, 4, IF(MONTH(dCalendar[Date]) < 12, 1, 2))))

 

Thanks

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Mynda Treacy
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April 11, 2020 - 8:46 pm
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Hi Troy,

You can use the SWITCH fucnction:

=SWITCH(MONTH(dCalendar[Date]),9,1,10,1,11,1,12,2,1,2,2,2,3,3,4,3,5,3,6,4,7,4,8,4)

Mynda

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