Condition filter based on values in current month and previous months

Hi XiananZhaoCSM

I managed to find a solution. Please follow the steps.

1. Create a Calendar Table as 

       Calendar = CALENDAR (MINX('Main', [InvoiceDate]), MAXX('Main', [InvoiceDate]))

    This creates continuous dates from min to max of the Invoicedate in Main table.

2. Create a  measure to find the currentmonth based on the max invoicedate using

    CurMonth = Month(Max('Calendar'[Date]))

3. Create a column called Month in Main Table as Month = Format(Main[InvoiceDate],"MMMM")

4. Create a column called MonthNo in Main Table as MonthNo = Month(Main[InvoiceDate])

5. Set the Month Column to be sorted by MonthNo

6. Create a summary table called CustWeights as

    CustWeights =           SUMMARIZE(Main,Main[Customer],Main[Month],"MonthNo",distinct(Main[MonthNo]),"TotWeight",sum(Main[Weight]))

7. Under the CustWeights table Create a measure called CurMonthWeight as

        CurMonthWeight = Calculate(Sum([TotWeight]),Filter(CustWeights ,CustWeights [MonthNo]=[CurMonth]))

8. Under the CustWeights table Create a measure called PreviousMonthWeight as

      PreviousMonthWeight = Calculate(sum([TotWeight]),Filter(CustWeights ,CustWeights [MonthNo]=[CurMonth] -1 ))

9. Under the CustWeights table Create a measure called Previous2MonthWeight as

        Previous2MonthWeight = Calculate(Sum([TotWeight]),Filter(CustWeights ,CustWeights [MonthNo]=[CurMonth]-2))

10.  Create another summarized table called CustLastBought as

   CustLastBought= SUMMARIZE(CustWeights,CustWeights[Customer],"LastTransacted",Max(CustWeights[MonthNo]))

11. Add a column in this table

    Description = If([LastTransacted]<>[CurMonth],"Has not Bought",
                                                           If([CurMonthWeight]<[PreviousMonthWeight] &&
                                                                  [PreviousMonthWeight] < [Previous2MonthWeight] ,"DownTwoMonths" ,

                                                                             If([CurMonthWeight]<[PreviousMonthWeight] &&
                                                                           [PreviousMonthWeight] > [Previous2MonthWeight] ,"Down 1 Months" ,
                                                                                 "Good")
  14. Using Manage Relationships create the relationship between tables.

 13. Now for the last Part

       Create a Matrix table visual

       With Customer from CustLastBought Table as the Row,

       With Description from CustLastBought Table as the Row,

        With Month from CustWeights as Columns,

        With TotWeight from CustWeights as Values

and you should be able to see the results.

If this solves your issue please accept this as a solution and also give KUDOS.

Cheers

CheenuSing