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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 

2 respostas
  1. 5 de jul. de 2020, 08:40

    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.

    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

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