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Syndicate_Admin
Administrator
Administrator

DAX Formula Help

Hello, I need someone to give me a hand with a simple formula that gives me error. I'll explain the case and below I'll give you an example in Excel:

1.- I subtract the expenses from the income and obtain the Result = (Rtdo).

2.- I apply a (%) = 0.25 to the result

3.- The information is shown for the 4 quarters during the year.

The doubt I have is that I would like the (%) of the year to be cumulative from the 2nd quarter of the year until the fourth quarter of the year, subtracting the amount of the previous quarter from the (%) of the quarter in question.

Let me explain, if I have Q1 revenue of 10,000 and Q1 expenses of Q5,000, the Result (Rtdo) = 5,000. If I make 25% of that result I get 1,250 euros.

If in Q2 revenues are 15,000 and expenses are 7,000, Q2 Profit (Rtdo) = 8,000. If I do 25% I get 2,000.

Well, I would like that figure, from Q2 onwards, to be subtracted from the 1,250 euros of Q1 and the Return figure to be

for those 750 euros. And so on. The information should filter only by the current year without taking into account the last quarter of the previous year, as it should only accumulate by year (The return figure for Q4 of year X-1 should not subtract from the cumulative figure for year X).

Thanks a lot.

Cifra Retorno.jpg

1 REPLY 1
Greg_Deckler
Community Champion
Community Champion

@Syndicate_Admin Would need sample data to really mock something up but maybe Better Running Total: Better Running Total - Microsoft Fabric Community



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