Build DAX Measure to Show Completion by Quarter and Year

[ElvirBotic]

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.

[Anonymous · Accepted solution]

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