Filter using last date not working

gunjan80 , If have data saved on the last date of qtr . You can join with date table and use time intelligence to get the data of this qtr vs last qtr.

Now if data on different dates of qtr and you wnat data of only last date use closing balance quarter

https://docs.microsoft.com/en-us/dax/closingbalancequarter-function-dax

QTD

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))
Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))

Power BI — QTD Questions — Time Intelligence 2–5
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839

Closing Balance

https://community.powerbi.com/t5/Quick-Measures-Gallery/Allocating-Targets-in-Power-BI-Why-You-missed-these-Gems-Daily/td-p/1247593

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.

Hi gunjan80 ,

If you want to display Last Sale Amount in a card visual, you can try this measure.

Last Sale Amount card = 
var _last_date = MAX(Table1[Date])
var _lastQ = CALCULATE(MAX(Table1[Quarter]),FILTER(Table1,Table1[Date]=_last_date))
return
CALCULATE(sum(Table1[Sales]), FILTER(Table1,Table1[Quarter]=_lastQ))

If you want to display Last Sale Amount in a table visual, you can try this measure.

last Sale table = 
var _last_date = CALCULATE(MAX(Table1[Date]),ALLSELECTED(Table1))
var _lastQ = CALCULATE(MAX(Table1[Quarter]),FILTER(ALLSELECTED(Table1),Table1[Date]=_last_date))
return
CALCULATE(sum(Table1[Sales]), FILTER(ALLSELECTED(Table1),Table1[Quarter]=_lastQ))

If it doesn’t meet your requirement, could you please show the exact expected result based on the table that you have shared?

Best regards,

Community Support Team _ zhenbw

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

BTW, pbix as attached.

I need this data for forecasting purpose. Forecast calculations will be based on  'Current Sale Amt". Hence for all future quarters I need to use the data of the present quarter (present quarter could be Q3 or Q2 or Q1 or Q4). Below is the type of output I need in the form of a matrix. It works perfectly well with the below DAX, but the problem with it is after every quarter I will have to manually change the quarter from Q2 to Q3 / Q3 to Q4 etc. I tried using last date and Max functions but they dont work in this case. 

Current Sale Amt = CALCULATE(sum(Table1[Sales]), FILTER(ALLEXCEPT(Table1, 'Table1'[Customer Name]), 'Table1'[Quarter] = "Q2" ))

Thanks.