Need Help in Creating the chart as per explained below

lbendlin , thanks for your concern about this case. I tried to create a sample data myself based on the user's requirement and implemented the result. Please check if there is anything that can be improved. Here is my solution:

Hi  Sanmaya1 ,

I created some data:

Here are the steps you can follow：

1. Create calculated table.

Table 2 =
var _table1=
DISTINCT('Table'[Year])
var _table2=
{"Late Backlog"}
var _table3=
CROSSJOIN(

    _table1,_table2)

var _table4=
SUMMARIZE('Table',[Year],[Month])
var _table5=
UNION(
    _table4,_table3)
return
ADDCOLUMNS(
    _table5,"Date",
    IF(
        [Month]="Late Backlog",BLANK(),
        MINX(FILTER(ALL('Table'),
        [Year]=EARLIER('Table'[Year])&&[Month]=EARLIER('Table'[Month])),[Date])))

2. Create measure.

Flag =
VAR _today =
    TODAY ()
VAR _startdate =
    EOMONTH ( _today, 0 )
VAR _enddate =
    EOMONTH ( _today, 3 )
VAR _nextenddate =
    DATE ( YEAR ( _enddate ) + 1, MONTH ( _enddate ), 1 )
RETURN
    IF (
        MAX ( 'Table 2'[Month] ) = "Late Backlog"
            || MAX ( 'Table 2'[Date] ) > _startdate
                && MAX ( 'Table 2'[Date] ) <= _enddate
            || MAX ( 'Table 2'[Date] ) > _nextenddate,
        1,
        0
    )

Value_Measure =
VAR _today =
    TODAY ()
VAR _startdate =
    EOMONTH ( _today, 0 )
VAR _enddate =
    EOMONTH ( _today, 3 )
RETURN
    IF (
        MAX ( 'Table 2'[Month] ) = "Late Backlog",
        SUMX (
            FILTER (
                ALL ( 'Table' ),
                [Year] = MAX ( 'Table 2'[Year] )
                    && 'Table'[Date] <= _enddate
            ),
            [Value]
        ),
        SUMX (
            FILTER (
                ALL ( 'Table' ),
                [Year] = MAX ( 'Table 2'[Year] )
                    && [Month] = MAX ( 'Table 2'[Month] )
            ),
            [Value]
        )
    )

3. Place [Flag]in Filters, set is=1, apply filter.

4. Because Power BI's default sorting is alphabetical, we need to create a sort table if we want to show the desired effect.

Table 3 =
SUMMARIZE(
    'Table 2',[Month],
    "date",
    IF(
        [Month]="Late Backlog",MINX(ALL('Table 2'),[Date])-1,
    MINX(FILTER(ALL('Table 2'),[Month]=EARLIER('Table 2'[Month])),[Date])))

Select [Month] – Column tools – Sort by column – [date]

5. Joining two tables.

6. Result:

Best Regards,

Liu Yang

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

Because