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PreviousQuarter DAX formula for Fiscal year

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(@robashton11gmail-com)
Posts: 3
Active Member
Topic starter
 

I work on a fiscal year that starts on 9/1 (US) each year and I was trying to write a formula to capture previous quarter amounts. In the sessions it says to just included "8/31" in my case in the formula which isn't working. Here is my formula: 

=calculate(sum(Revenue_Fact[USD]),PREVIOUSQUARTER('Date Table'[Day],"8/31"))

What is wrong with this? On Microsofts web site there was a commend that it is not possible (see link below).  can you please help me with this? 

https://msdn.microsoft.com/en-us/library/ee634385?ui=en-US&rs=en-US&ad=US

 
Posted : 27/07/2017 3:33 pm
(@mynda)
Posts: 4761
Member Admin
 

Hi Rob,

DAX Time Intelligence functions only work on calendar periods. If your fiscal periods are different to the calendar then you need to use a different approach. Here are some DAX patterns you can use:

http://www.daxpatterns.com/time-patterns/

Note: you need to have the fiscal periods in your dates table. i.e. map the calendar days to the fiscal quarter/year.

Mynda

 
Posted : 27/07/2017 7:47 pm
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