Creating relationships based on a sum calculation

Hi FrankMcQ 

Create a calendar table,

calendar =
ADDCOLUMNS (
    CALENDARAUTO (),
    "fiscal year", IF ( MONTH ( [Date] ) >= 10, YEAR ( [Date] ), YEAR ( [Date] ) - 1 ),
    "fiscal quarter", SWITCH (
        TRUE (),
        MONTH ( [Date] ) >= 10
            && MONTH ( [Date] ) <= 12, "Q1",
        MONTH ( [Date] ) >= 1
            && MONTH ( [Date] ) <= 3, "Q2",
        MONTH ( [Date] ) >= 4
            && MONTH ( [Date] ) <= 6, "Q3",
        MONTH ( [Date] ) >= 7
            && MONTH ( [Date] ) <= 9, "Q4"
    )
)

Create columns in this table

start date = CALCULATE(MIN('calendar'[Date]),ALLEXCEPT('calendar','calendar'[fiscal year],'calendar'[fiscal quarter]))

end date = CALCULATE(MAX('calendar'[Date]),ALLEXCEPT('calendar','calendar'[fiscal year],'calendar'[fiscal quarter]))

create relationship as below,

create a measure

Measure = SUM(invoices[Amount])

Best Regards
Maggie
Community Support Team _ Maggie Li
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