Need Roll up customization

Hi Mindslayer,
Thank you for reaching out to the Microsoft fabric community forum. I reproduced your case in Power BI Desktop with sample data (Roster, Territory, Calendar, and CallFact tables). I applied the rollup rule where:

• At Territory level, all reps are shown regardless of assignment date.
• At Region/Area rollup level, only territories with reps assigned at least one month before the quarter start date are included.

For example, with Q2 2024 (quarter start = 01-Apr, cutoff = 01-Mar):

• T1 (01-Jan), T3 (10-Feb), and T4 (20-Jan) are included in rollups.
• T2 (15-Mar) still appears at Territory level, but is excluded from Region/Area totals.
  
  

Here’s the result I obtained:

• Territory level → all territories show adherence individually.
• Region R1 → T2 excluded, so rollup only reflects T1.
• Region R2 → T3 and T4 both included.
• Area A1 → combines R1 + R2 correctly, excluding T2.

This matches your requirement where rollups are conditional while territory-level detail remains intact.

For your reference, I’ve attached a .pbix file with the sample model, relationships, and DAX measures I used so you can test it directly with your own data.

Best regards,
Ganesh Singamshetty.