Set Analysis Search overriding other modifiers

[pjn12345]

Good day

I need help with this set expression please 😇

I need to return the last periods in the current quarter (i.e. filter for max quarter and max last 3 periods).

This is the modifiers I use (I removed the Dollar-sign expansion for example):

[Fin YM]={">=202306<=202308"}, Quarter={'Q3'}

Quarter 3 = 202307 to 202309

My expected answer was for the expression to return the income for the last 2 periods, since 202306 falls in Q2.

But QS is ignoring the Q3 filter and returning the last 3 periods.

Now the weird thing is, when I add the [Quarter] field as a dimension in the table, it suddenly shows the correct value (i.e. 202307 + 202308)

Thanks in advance!

Regards,

Pieter

[rui24]

Hi pjn12345

Try this

{<[Fin YM]={">=202306<=202308"}, Quarter={'Q3'}>}

Say something it was useful or not

[pjn12345]

Hi Rui24 = Thanks but that is the current set analysis, but it is not working without including the dimension 😫

[rui24]

What dimensions do you have to this or what yo think is missing?

[rui24]

Try to create a master calendar.

This is the code to do the quarters:

IF( Month("YOURFIELDMONTH")<= 3, 'Q1',
IF( Month("YOURFIELDMONTH")<= 6, 'Q2',
IF( Month("YOURFIELDMONTH")<= 9, 'Q3', 'Q4')
)
) as Quarter,