Calculating current and prior year quarter data with separate slicer for month and year

[rahulrackup]

Hi Everyone,

I'm very new to Power BI, appreciate it if you could help me find the solution. My scenario is I need to calculate the total sum of a measure for the current and previous year quarter but the problem is there are two separate slicers one for MONTH and other for YEAR. So the requirement is when a user selects any month and year in the slicer the total sum would be the sum for the quarter to which the month falls to.

[rahulrackup]

Hi Jim,

Thanks for your response it's working fine for current year quarter but for previous year quarter it is not working. please see below snip.

For example if i select year 2022 and month Jul, i should be able to see current and previous year quartern i.e. ( Jul, Aug and Sep) quarter value for 2022 and 2021.below formula is not working for QTD PY

QTD PY- CALCULATE ( SUM ( Data[QTY] ), PARALLELPERIOD ( 'Calendar'[Date], -1, QUARTER ) )

[Jihwan_Kim · Accepted solution]

Hi,

I suggest using the PARALLELPERIOD function in DAX.

Check the below picture and the attached pbix file.

QTY ALL in the same Q : =
CALCULATE ( SUM ( Data[QTY] ), PARALLELPERIOD ( 'Calendar'[Date], 0, QUARTER ) )

[rahulrackup]

Hi Jim,

Thanks for your response it's working fine for current year quarter but for previous year quarter it is not working. please see below snip.

For example if i select year 2022 and month Jul, i should be able to see current and previous year quartern i.e. ( Jul, Aug and Sep) quarter value for 2022 and 2021.below formula is not working for QTD PY

QTD PY- CALCULATE ( SUM ( Data[QTY] ), PARALLELPERIOD ( 'Calendar'[Date], -1, QUARTER ) )

[Jihwan_Kim]

Hi,

I think your measure is showing the previous quarter, not the previous year.