Question

How to dynamically determine and display financial quarter start/end dates on a Power BI chart axis?
What is the best approach to dynamically calculate and display financial quarter start and end dates on Power BI chart axes for better financial reporting?

Answer 1

To dynamically display financial quarter start and end dates on a Power BI chart axis:

1. Ensure a Date Table in your model.

2. Create DAX Columns:

   • For Quarter Start Date:

QuarterStartDate = STARTOFQUARTER(DateTable[Date])

For Quarter End Date:

QuarterEndDate = EDATE(DateTable[QuarterStartDate], 3) - 1

Create a DAX Measure for the label (optional):

QuarterLabel = "Q" & QUARTER(DateTable[Date]) & " " & YEAR(DateTable[Date])

Use the Measure in the chart's Axis to display the quarter details dynamically.

This approach will allow you to show financial quarter start and end dates based on your fiscal calendar.