
Hi All,
I am trying to create a single filter for year and quarter using date dimension table.
My financial year starts from October so Qtr1 is Oct to Dec.
I changed the date Default properties - Fiscal start Year - October.
I created a calculated field - Quarter Date - DATEPART('quarter', [Date1])
Then I created one more calculated field - Quarter Filter -
Case [Quarter Date]
WHEN 1 THEN 'Qtr2'
when 2 then 'Qtr3'
When 3 then 'Qtr4'
when 4 then 'Qtr1'
End
However when I am using this as a filter , I am getting values for Year 2019 and 2020. For example if I select Qtr2 then I am getting Jan to March values for Year s 2020 and for 2019.
I would like to create a single filter for year and quarter - so the filter should be a dropdown having the following values -
Q2’FY19, Q3’FY19, Q4’FY19, Q1’FY20, Q2’FY20, Q3’FY20, Q4’FY20.
Attaching the workbook. Any guidance would be helpful.
Thank you!
Regards,
Rishi Saka
Hi Rishi,
I think you can do this by creating a custom continuous (Date Value) quarter date. I've done that here and then filtered on that field so you can see years and quarters in the filter.
Workbook attached.
Thanks,
Marc