How to find the last date of each quarter When fiscal year starts from May, in DAX.
Expected Answer
Friday January 26,2024
Friday April 26,2024
FiscalYear Quarter month fy wk amount expected answer
fy24 Q3 jan fy24 WK38 60
fy24 Q3 jan fy24 WK39 61 61
fy24 Q4 feb fy24 WK40 63
fy24 Q4 feb fy24 WK41 66
fy24 Q4 feb fy24 WK42 66
fy24 Q4 feb fy24 WK43 67
fy24 Q4 mar fy24 WK44 68
fy24 Q4 mar fy24 WK45 66
fy24 Q4 mar fy24 WK46 70
fy24 Q4 mar fy24 WK47 71
fy24 Q4 mar fy24 WK48 72
fy24 Q4 apr fy24 WK49 66
fy24 Q4 apr fy24 WK50 70
fy24 Q4 apr fy24 WK51 71
fy24 Q4 apr fy24 WK52 75 75
fy25 Q1 may fy25 WK1 80
fy25 Q1 may fy25 WK2 60
fy25 Q1 may fy25 WK3 50
fy25 Q1 may fy25 WK4 40 40
You need to have a separate dimension containing the dates where you apply the fiscal logic using columns like below :
Calendar =
ADDCOLUMNS (
CALENDAR (DATE(2023, 5, 1), DATE(2024, 12, 31)),
"Year", YEAR ( [Date] ),
"Month", MONTH ( [Date] ),
"Day", DAY ( [Date] ),
"Fiscal Year",
IF (
MONTH ( [Date] ) >= 5,
YEAR ( [Date] ),
YEAR ( [Date] ) - 1
),
"Fiscal Quarter",
SWITCH (
TRUE(),
MONTH ( [Date] ) >= 5 && MONTH ( [Date] ) <= 7, 1,
MONTH ( [Date] ) >= 8 && MONTH ( [Date] ) <= 10, 2,
MONTH ( [Date] ) >= 11 && MONTH ( [Date] ) <= 1, 3,
MONTH ( [Date] ) >= 2 && MONTH ( [Date] ) <= 4, 4
),
"Quarter Label",
"Q" &
SWITCH (
TRUE(),
MONTH ( [Date] ) >= 5 && MONTH ( [Date] ) <= 7, 1,
MONTH ( [Date] ) >= 8 && MONTH ( [Date] ) <= 10, 2,
MONTH ( [Date] ) >= 11 && MONTH ( [Date] ) <= 1, 3,
MONTH ( [Date] ) >= 2 && MONTH ( [Date] ) <= 4, 4
) & " " &
IF (
MONTH ( [Date] ) >= 5,
YEAR ( [Date] ) + 1,
YEAR ( [Date] )
)
)
Case for 01/05/2024 :
Case for 31/07/2023 and 31/10/2023 which are the end of the 1st and 2nd fiscal quarters :