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Regular Visitor

## DAX ON QUARTERLY USING DIM DATE APPROACH

For those using this approach on measures asking for help. For me to get the Quarterly figure i use the below script i.e. sum of months for month -3.

. The challenge is when quarter is not yet complete like Q1 2022, im getting Jan'22, Dec'21, Nov'21 instead of Jan'22 only.

Gross Collections This Quarter (USD) =
CALCULATE (
SUM ( Monthly_Performance[Gross Collections (USD)] ),
FILTER (
ALL ( Monthly_Performance[Month] ),
Monthly_Performance[Month] <= MAX ( _DimDate[Date] )
&& Monthly_Performance[Month]>= EDATE ( MAX( _DimDate[Date]), -3 )
)
)
2 REPLIES 2
Super User

@louie_c , Try Time intelligence functions

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 — Qtr on Qtr with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839

Regular Visitor

Thanks. Will it work on filters?

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