Dynamic quarter value

[TaroGulati]

Hi everyone, 

I am looking for some suggestions related to dynamic quarter values.

I have two values one is number and other is number+10.

I am trying to present "number value" for the passed months and "number+10 values" for the current and future month.

for example current month is September so i am expecting results like this:

Q1 & Q2 can simply show "number values" because they are passed months. 

Q3 should be: July (number)+August(number)+september(number+10).

Q4 can simply show the "number +10 values" because they are future months.  

Link to PBIX file: https://1drv.ms/u/s!AoMB6moPXeKTfJdOhekejk6dhpI?e=cUzgSq

Is it possible to do this with the help of measures?

Thank you very much in advance. 

[v-henryk-mstf · Accepted solution]

Hi @TaroGulati ,

Try the following formula, replace it with the number originally created, and put it into the value in the matrix visual:

Column = 
IF (
    QUARTER ( Sheet2[Date] ) < QUARTER ( TODAY () ),
    CALCULATE ( SUM ( Sheet2[Value] ), ALLEXCEPT ( Sheet2, Sheet2[month] ) ),
    CALCULATE ( SUM ( Sheet2[value +10] ), ALLEXCEPT ( Sheet2, Sheet2[month] ) )
)

If the problem is still not resolved, please provide detailed error information and let me know immediately. Looking forward to your reply.

Best Regards,
Henry

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

[lbendlin]

since none of your values are dependent on user interactions you can simplify the solution greatly by using calculated columns.

see attached.

[TaroGulati]

Hi @lbendlin,

Thanks for your suggestion. I opened the file and it is showing the same result as it was showing to me. values for Q3 are wrong it must be a sum of July (number), August(number) and September(Number+10).

Thanks

[lbendlin]

I must have misunderstood the requirement then - are you saying you want to add 10 to each transaction, or to the summarized value for the currrent and future months?

[TaroGulati]

Hi,

my meaning was to use normal values for the passed months and vlues +10 for the current and future months. 

so Q1 & Q2 are not a problem because they belongs to past months. 

Q3 is the mix of past and current month, so i want the sum of values for July, August and Values+10 for September. 

Thanks

[TaroGulati]

@amitchandak & @Greg_Deckler , do you have any suggestion for this issue. 

Thanks in advance.