Running Total Blocks of 6-month Periods

[SerenaFan93]

Hello! I'm trying to create a calculated column that keeps a running total of blocks of 6-month periods. For example, given the data below, I would want the dates to be formatted as such:

03/15/2020 - 08/19/2020 – 1

12/15/2020 – 05/10/2021 – 2

11/29/2021 – 04/27/2022 – 3

Any ideas? Thank you!

Event Date

8/12/2020

8/19/2020

12/15/2020

2/4/2021

4/17/2021

5/10/2021

11/29/2021

3/2/2022

3/6/2022

4/26/2022

4/27/2022

[SerenaFan93]

Thank you v-binbinyu-msft! I understand how you set this up, but this was an example of one customer. The dates will differ for each customer - any thoughts on how this could be dynamic?

[v-binbinyu-msft]

Hi @SerenaFan93 ,

So far, to my knowledge, this may not be fully dynamic.

Best regards,
Community Support Team_Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[v-binbinyu-msft]

Hi @SerenaFan93 ,

Please try to create a new column with below dax formula:

Column =
VAR _date = [Event Date]
VAR tmp1 =
    CALENDAR ( DATE ( 2020, 3, 15 ), DATE ( 2020, 8, 19 ) )
VAR tmp2 =
    CALENDAR ( DATE ( 2020, 12, 15 ), DATE ( 2021, 5, 10 ) )
VAR tmp3 =
    CALENDAR ( DATE ( 2021, 11, 29 ), DATE ( 2022, 4, 27 ) )
RETURN
    SWITCH ( TRUE (), _date IN tmp1, 1, _date IN tmp2, 2, _date IN tmp3, 3 )

Please refer the attached .pbix file.

Best regards,
Community Support Team_Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.