This does seem to be an issue in their pre-packaged tables. The quarter should be in the same year as thedate provided the calendar is a Jan, Apr, Jul, or Oct calendar. I checked the calendars, and it looks like the ones that have issues are as follows:
04. April 1 (1 quarter, Q4)
05. May 1 (1 quarter, Q4)
06. June 1 (1 quarter, Q4)
07. July 1 (2 quarters, Q3-Q4)
08. August 1 (2 quarters, Q3-Q4)
09. September 1 (2 quarters, Q3-Q4)
10. October 1 (3 quarters, Q3-Q4)
11. November (3 quarters, Q2-Q4)
12. December 1 (3 quarters, Q2-Q4)
I downloaded the .csv files from the accelerator catalog and corrected them. I'm attaching the corrected versions here for you. You can replace the files in the Calendars > Source Files folder in your environment with the new ones and it should let the existing data modules work.
OR
You could add a new calculation (I called mine dQuarter_corrected) with this expression:
case when dQuarter < dYear then _add_years( dQuarter, 1) else dQuarter end.
Then, you'll have to update all the quarter and QTD filters (Prior Quarter, Current Quarter, Prior QTD, QTD, Same Quarter Last Year, and Same QTD Last Year) to use the new calculation.
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Jonathan McKnight
5x IBM Champion
Business Intelligence Analyst
Nashville, TN
www.linkedin.com/in/jonathanmcknight------------------------------
Original Message:
Sent: Thu January 26, 2023 04:43 PM
From: Daniel Richards
Subject: relative dates ( April 1st Year start calendar)
Using the APRIL sample calendar for relative dates ( fiscal year starts 4/1) in a data module
noticed that QTD figures were larger than my YTD. The QTD calc is as follows ( unedited OOTB)
#$_this.parent.idForExpression# >=
#queryValue($_this.parent.split.ref + '.dQuarter',
$_this.parent.split.ref + '.TheDate = ' + $_as_of_date)#
AND
#$_this.parent.idForExpression# <= #$_as_of_date#
so it grabs the dQuarter value based upon todays "TheDate" as the LOWER bound.
so for January 26, 2023 the QTD filter is ..... SomeDate between 1/1/2022 and 1/26/2023
( dQuarter starts even BEFORE dYear ?)
Am I missing something ? Help IBM
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CogAdmin
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