Starting at the beginning of a Year-Quarter with Set Analysis

[akraman]

Currently I have this for a master item used in a bar graph that has a three year interval as defined by the variables:

sum({<

Year=,
Month=,

[%DateKey] = {">=$(vRollingStart)<=$(vRollingEnd)"}

>}[Invoice Revenue] * [FX]
)

I would like to have the "vRollingStart" lock in a date that is at the beginning of the closed Year-Quarter currently defined as: 

=Date(MonthStart(AddMonths(Max([Calendar Date]),-35)),'MM/DD/YYYY')

vRollingEnd is: 

=Date(MonthEnd(Max([Calendar Date])),'MM/DD/YYYY')

It would be nice to have this go to the nearest last full quarter as well.

Any ideas on how to accomplish this with either changing the variable(s) or master item?

[brunobertels · Accepted solution]

Hi 

quarterstart() and quarterend() may be usefull here 

quarterstart(today()) will give you 01/07/2024 

for previous quarter it will be quarterstart(today(),-1) = 01/04/2024 

same logic with quarterend() function : 

current quarter date end quarterend(today())

previous quarter date end quarterend(today(),-1)

hope it helps

[akraman]

Hi Brunobertels,

Yes quarterstart(), is ultimately what worked for me!  I used QuarterStart(AddMonths(Max([Calendar Date]), -36)) for vRollingStart and QuarterEnd(AddMonths(Max([Calendar Date]), -3)) for vRolling end, and the visulaization locked in place.  Thank you for confirming.