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ElvirBotic
Helper III
Helper III

Build DAX Measure to Show Completion by Quarter and Year

Hello, I am trying to replicate a report from Excel and I want to create a measure that will plot on a sparkline the amounts by quarter and year. I have the sort figured out but the sparkline needs to show the new projects added. Example, Q122 there were 100 projects and in Q222 there were 20 more so it should plot 120 etc. I added a picture as an example from the report I want to replicate.

ElvirBotic_0-1681827130778.png

 

1 ACCEPTED SOLUTION
v-shex-msft
Community Support
Community Support

Hi @ElvirBotic,

You can extract the current date as variable and use its year and quarter part as condition in your formula calculations.

formula =
VAR currDate =
    MAX ( Calendar[Date] )
RETURN
    CALCULATE (
        SUM ( Table[Sales] ),
        FILTER (
            ALLSELECTED ( Table ),
            YEAR ( Table[Date] ) = YEAR ( currDate )
                && QUARTER ( Table[Date] ) <= QUARTER ( currDate )
        ),
        VALUES ( Table[Category] )
    )

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

1 REPLY 1
v-shex-msft
Community Support
Community Support

Hi @ElvirBotic,

You can extract the current date as variable and use its year and quarter part as condition in your formula calculations.

formula =
VAR currDate =
    MAX ( Calendar[Date] )
RETURN
    CALCULATE (
        SUM ( Table[Sales] ),
        FILTER (
            ALLSELECTED ( Table ),
            YEAR ( Table[Date] ) = YEAR ( currDate )
                && QUARTER ( Table[Date] ) <= QUARTER ( currDate )
        ),
        VALUES ( Table[Category] )
    )

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

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