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The DATESQTD() function does not allow for the YearEnd date to be specified (but hopefully one day it will…). So if a company has a year end date that does not coincide with the end of a calendar quarter, then the QTD formula has to be built from scratch. After much trial and error (emphasis on the error), this is what I came up with:
CALCULATE (
[Total Amount],
FILTER (
ALL ( ‘Calendar’ ),
‘Calendar'[FiscalYear] = MIN ( ‘Calendar'[FiscalYear] )
&& ‘Calendar'[FiscalQuarter] = MIN ( ‘Calendar'[FiscalQuarter] )
&& ‘Calendar'[Date] <= MAX ( ‘Calendar'[Date] )
)
)
So I’m posting this in the hope that it might help other people, but if anybody reading this knows of a simpler formula then please reply.
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