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
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