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Hi @doctorv1979 ,
Here are the steps you can follow:
1. Create calculated column.
Month = FORMAT('Table'[Date],"mmmm" )
2. Enter data – create table.
3. Create calculated table.
Table 2 =
var _table1=
SUMMARIZE('Table','Table'[Month])
return
UNION(
_table1 ,'Group Table')
4. Create measure.
Measure =
var _today=YEAR(TODAY())
return
SWITCH(
TRUE(),
MAX('Table 2'[Month])="End FY22",
SUMX(
FILTER(ALL('Table'),
YEAR('Table'[Date])=2022),[Value]),
MAX('Table 2'[Month])="End FY23",
SUMX(
FILTER(ALL('Table'),
YEAR('Table'[Date])=2023),[Value]),
MAX('Table 2'[Month])= "End Q1",
SUMX(
FILTER(ALL('Table'),
YEAR('Table'[Date])=_today&&QUARTER('Table'[Date])=1),[Value])
,
MAX('Table 2'[Month])= "End Q2",
SUMX(
FILTER(ALL('Table'),
YEAR('Table'[Date])=_today&&QUARTER('Table'[Date])=2),[Value]),
MAX('Table 2'[Month])= "End Q3",
SUMX(
FILTER(ALL('Table'),
YEAR('Table'[Date])=_today&&QUARTER('Table'[Date])=3),[Value]),
MAX('Table 2'[Month])= "End Q4",
SUMX(
FILTER(ALL('Table'),
YEAR('Table'[Date])=_today&&QUARTER('Table'[Date])=4),[Value]),
SUMX(
FILTER(ALL('Table'),
YEAR('Table'[Date])=_today&&'Table'[Month] in SELECTCOLUMNS('Table 2',"1",[Month])),[Value]))
Flag =
var _table=
FILTER(
'Table',NOT( 'Table'[Month]) in {"January","February"})
var _table2=
SUMMARIZE(
_table,[Month])
return
IF(
MAX('Table 2'[Month]) in _table2,0,1)
5. Place [Flag]in Filters, set is=1, apply filter.
6. Result:
Best Regards,
Liu Yang
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