DAX formula / Power BI calculation : calculate Quarter 3 from 2 different tables (Actual and Estimat

[sujaybhilare]

I hope you can help me with below matter. I am trying to figure out a calculation for Quater 3 (July + Aug + Sept).
I have 2 tables Actual and Estimate, the data in Actual is till August 2021. When calculating Quater 3 I need to get July and Aug data from Actual table and Sept data from Estimate table.
When the Actual tables gets loaded with the Sept data it should shift from Estimate to Actual. Similar calculation for the next Quater 4 (Oct + Nov + Dec).

Appreciate your help in this matter.

Thank you.

Attached below image for reference.

[lbendlin]

This is a relatively common pattern

"Show everything from table B (Estimate) that is not in table A (actuals), plus everything from table A"

Do you want to do this in DAX or Power Query?

Please provide sanitized sample data that fully covers your issue. Paste the data into a table in your post or use one of the file services.

[sujaybhilare]

Hi, I do not need all the months. I am calculating current quarter where I need July Aug from actual table and Sept from estimate table. I cannot share the data as it is sensitive, the above image shows how the data is built