2 Replies Latest reply on Aug 18, 2018 8:20 PM by Okechukwu Ossai

# Custom quarters QTD calculations

Hi Guys,

I have 2 Quarters to show.

1. Standard quarter

2. Business Quarter. (Jan-feb: "Q1", MAR-MAY:"Q2"  , JUN-AUG: "Q3" , Sep-DEC :"Q4" )

I need to show QTD sales.

I can easily calculate QTD for standard quarters, but while calculating BQ I am stuck.

Requirement is:

if selected date is 2-Feb-2018 (Business quarter:  "Q1" ) then data should be display for 1 jan 18 (start of Business quarter) till 2nd feb.

Similarly, for May 25 (1 Mar 18 - 25 Mar 18) and so on.

Could someone suggest me something .

Regards,

Sonali.

• ###### 1. Re: Custom quarters QTD calculations

Hi Sonali,

Below is a solution using the Sample Superstore dataset. See attached workbook (version 10.1)

Step 1: Create parameter [Select Date]

Step 2: Create calculated field [Business Quarter]

IF DATEPART('month', [Order Date]) >= 9 THEN 'Q4'

ELSEIF DATEPART('month', [Order Date]) >= 6 THEN 'Q3'

ELSEIF DATEPART('month', [Order Date]) >= 3 THEN 'Q2'

ELSEIF DATEPART('month', [Order Date]) >= 1 THEN 'Q1'

END

Step 3: Create calculated field [Selected Business Quarter]

IF DATEPART('month', [Select Date]) >= 9 THEN 'Q4'

ELSEIF DATEPART('month', [Select Date]) >= 6 THEN 'Q3'

ELSEIF DATEPART('month', [Select Date]) >= 3 THEN 'Q2'

ELSEIF DATEPART('month', [Select Date]) >= 1 THEN 'Q1'

END

Step 4: Create calculated field [Date Filter]

[Order Date] =

(IF [Selected Business Quarter] = [Business Quarter] AND YEAR([Select Date]) = YEAR([Order Date]) THEN

IF [Order Date] <= [Select Date] THEN [Order Date] END

END)

Add this to the filter shelf and set to 'True'

Hope this helps.

Ossai

1 of 1 people found this helpful
• ###### 2. Re: Custom quarters QTD calculations

Hi Sonali,

If this resolved your question, could you please mark my answer as correct?

Ossai