Dax Function: ENDOFQUARTER
Category: Time Intelligence Functions
The ENDOFQUARTER function is a DAX (Data Analysis Expressions) time intelligence function in Power BI. It returns the last date of the quarter in the current filter context. This function is commonly used for quarter-end reporting and financial analysis.
Purpose of the Function
The ENDOFQUARTER function simplifies the process of retrieving the last date of a quarter, which is essential for quarter-end metrics like sales performance, closing balances, or inventory evaluations.
Type of Calculations
- Quarter-End Aggregations: Aggregate data or calculate metrics based on the last day of the quarter.
- Time-Based Analysis: Determine values like quarter-end revenue or profitability.
- Trend Analysis: Analyze metrics across multiple quarters by consistently using the quarter-end date.
Practical Use Cases
- Financial Reporting: Calculate quarter-end balances or performance metrics.
- Sales and Revenue Analysis: Analyze quarterly revenue trends.
- Filtering and Grouping: Filter data by quarter-end dates for visualizations.
- Quarterly Snapshots: Generate reports highlighting quarterly metrics.
ENDOFQUARTER(<dates>)
| Parameter | Type | Description |
|---|---|---|
dates | Column | A column containing date values, typically from a date table. |
How Does ENDOFQUARTER Dax Function Works?
- Evaluate Filter Context: The function evaluates the date column within the current filter context.
- Determine Quarter-End: It calculates the last date of the quarter containing the provided date values.
- Return Result: Outputs the quarter’s last date as a scalar value.
For example:
- If the input date column contains March 15, 2025, the function will return March 31, 2025.
What Does It Return?
The function returns a single date value, which corresponds to the last date of the quarter in the provided column, as filtered by the current context.
When Should We Use It?
- When calculating metrics specific to the end of a quarter, such as closing balances or quarterly revenue.
- To ensure consistency in reports requiring quarter-end dates.
- For building time-series analyses where quarter-end dates are a critical factor.
Examples
Basic Usage
Last Date of Quarter = ENDOFQUARTER(Dates[Date])
This returns the last date of the current quarter based on the filter context.
Quarter-End Total Sales:
Total Sales at Quarter End = CALCULATE(
SUM(Sales[Amount]),
ENDOFQUARTER(Dates[Date])
)
Calculates total sales for the last date of each quarter.
Advanced Usage
Previous Quarter End Sales = CALCULATE(
SUM(Sales[Amount]),
ENDOFQUARTER(DATEADD(Dates[Date], -1, QUARTER))
)
Calculates total sales for the last date of the previous quarter.
Tips and Tricks
- Use with a Complete Date Table: Ensure the
datescolumn is part of a complete and continuous date table. - Combine with CALCULATE: Use
ENDOFQUARTERin combination withCALCULATEfor advanced aggregations. - Be Aware of Fiscal Calendars: If working with fiscal quarters, ensure the date table reflects the correct fiscal year structure.
Pitfalls:
- An incomplete or non-continuous date table may lead to inaccurate results.
- The function depends on the filter context, so incorrect context may yield unexpected results.
Performance Impact of ENDOFQUARTER DAX Function:
- Use indexed and optimized date tables for improved performance.
- Minimize the filter context when dealing with large datasets to enhance speed and accuracy.
Related Functions You Might Need
STARTOFQUARTER: Returns the first date of the current quarter.ENDOFMONTH: Returns the last date of the current month.DATESINPERIOD: Allows defining custom date ranges.LASTDATE: Returns the most recent date in the current filter context.
Want to Learn More?
For more information, check out the official Microsoft documentation for ENDOFQUARTER. You can also experiment with this function in your Power BI reports to explore its capabilities.
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It returns the last date of the quarter based on the filter context in a date column.
Yes, provided the date table is structured to align with fiscal quarters.
ENDOFQUARTER calculates the last date of the quarter, while ENDOFMONTH calculates the last date of the month.
The function may return incorrect results or BLANK if the date table lacks continuity.
Yes, it is often used with CALCULATE, SUM, and FILTER for advanced time-based calculations.
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