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Helper I
Helper I

Trending Revenue for clients active in a specific quarter

Hello everyone, this is a follow-up to my previous question on here (linked below).


The solution outlined here worked well, but now I am attempting to transition into a new dataset with a slightly different format. When I tried to translate the same cohort formula over from there, I ran into an issue where my graphs aren't changing with the filter. I would like some assistance finding the issue here.  


This is the formula I'm using to calculate rolling 12 revenue with the new data source. "Entity by Product Revenue" is the new data file I'm switching over to. "RCB Core Revenue" is the old file which I'm using to distinguish between active and inactive clients (might not be necessary).




Rev R12 by Product =
CALCULATE(SUM('Entity by Product Revenue'[R12 Revenue]), '_QuarterEndTable'[Year.Quarter] = MAX('_QuarterEndTable'[Year.Quarter]), 'RCB Core Revenue'[Active vs Deconverted] = "Active")




This is the new cohort formula I'm using. It's very similar to the one in the previous solution, with smaller alterations. 



Rev Cohorts Products = CALCULATE([Rev R12 by Product],CALCULATETABLE(SUMMARIZE('Entity by Product Revenue', 'Entity by Product Revenue'[Ent Number]), ALL(_QuarterEndTable), USERELATIONSHIP('Entity by Product Revenue'[Quarter], _QuarterEndTable2[Quarter and Year])))




I've linked the files below that are relevant to this. Top is the new file I'm transitioning to, middle is test file from previous solution, and bottom file is the old file I'm transitioning from.

Super User
Super User

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question. Your sample file is way too big.

If you are unsure how to upload data please refer to

Please show the expected outcome based on the sample data you provided.

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