Excel DAX question on Quarter to date sales.

shophoney

Active Member
Joined
Jun 16, 2014
Messages
286
Hi, I've created a dCalendar in Excel with all the dates for several years. I can pull the slicer and use it in my pivot tables.

I can select the date, month, year... But for the QTR our year starts Feb 1.

So I need QTR to date sales. That would be 4th QTR today all sales from Nov 1 to today.

I've created a sort column using month -1 so we would be in the 11th month of the year and the 4th QTR.

CURRENT QTD
=if(dCalendar[DATES]<=today(),IF(dCalendar[QTR FINANCIAL]=dCalendar[QTR FINANCIAL],"CURRENT QTR",""))

SORT
=IF(MONTH([DATES])-1=0,12,(MONTH([DATES])-1))

CURRENT QTR
=if(dCalendar[DATES]<=today()&&dCalendar[DATE QTR]=dCalendar[QTR FINANCIAL],"CURRENT QTR","OTHER")

QTR FINANCIAL
=roundup(if(dCalendar[SORT]>3,dCalendar[SORT]/3,1),0)



My goal is to create a slicer for Quarter to date.

Thanks
 

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