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bsas
Post Patron
Post Patron

Calculate cumulative amount for last 4 quarters in selected quarter

Hello Community!

Having difficulties with calculation of amount in a quarter which is cumulative total for last 4 quarters. E.G. q4 2022 should show q1-q4 2022 sum,q3 2022 should show q4 2021 - q3 2022 and so on. What I've manged to do - create measure which actually calculates needed amount but it is "too dummy" and I need better solution.

 

<>___Last4QtrTotal = 
CALCULATE( [amount], DATEADD(Period[Date],-3,QUARTER)) + 
CALCULATE( [amount], DATEADD(Period[Date],-2,QUARTER)) + 
CALCULATE( [amount], DATEADD(Period[Date],-1,QUARTER)) + 
[amount]​

 

 

 

Sample of data and needed output below:

yearquarteramounttotal for last 4 qtr
2020q15050
2020q260110
2020q370180
2020q480260
2021q190300
2021q2100340
2021q3110380
2021q4120420
2022q1130460
2022q2140500
2022q3150540
2022q4160580
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@bsas , You can try a measure like

 

Rolling 4= CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],MAX('Date'[Date]),-4,QUARTER))

 

Rolling Months Formula: https://youtu.be/GS5O4G81fww

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@bsas , You can try a measure like

 

Rolling 4= CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],MAX('Date'[Date]),-4,QUARTER))

 

Rolling Months Formula: https://youtu.be/GS5O4G81fww

Thanks @amitchandak for idea, changed it a little bit and it worked!

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