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Conditional formula based on certain months


I'm very new to Power BI and need help adjusting a measure. I'm working with summarized end-of-month data. So far I have this:


Net Worth =



    'BGLCOAF'[Total Assets],




However, [Net Worth] only calculates correctly for March, June, September, and December because every other month's calculation should include a third variable "Net Income". For example:


For January's calculation = ([Reserves] + [January Net Income]) / [Total Assets]

For February = ([Reserves] + [January Net Income] + [February Net Income]) / [Total Assets]

For March = [Reserves] / [Total Assets]

And the same pattern for each quarter


I feel like something can be accomplished with conditional functions, but I also think I need to incorporate time or time-intelligence functions and I'm pretty unfamiliar with those.


I appreciate any help!

Community Support
Community Support

Hi @mjpollock ,


I think your code should look like as below.

Net Worth with Condition =
IF (
    'BGLCOAF'[Month] IN { "March", "July", "September", "December" },
    DIVIDE ( 'BGLCOAF'[Reserves], 'BGLCOAF'[Total Assets], 0 ),
    DIVIDE ( 'BGLCOAF'[Reserves] + [Net Income], 'BGLCOAF'[Total Assets], 0 )


Best Regards,
Rico Zhou


If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.


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