Filter by Year-Month and show all months of same name

[JamesR2D2]

Hi there,

Suppose I have this dataset:

Date	Value
2020-Sep	95
2020-Dec	94
2021-Mar	102
2021-Jun	119
2021-Sep	118
2021-Dec	101
2022-Mar	180
2022-Jun	204
2022-Sep	178
2022-Dec	193
2023-Mar	352
2023-Jun	358

I have a Slicer that selects the quarter (year-month). Is there a way I can select a quarter, and have it show the both selected quarter and the equivalent previous quarters? By example, how can I select 2023-Jun and get a bar graph showing all 'June' quarters?

[Anonymous · Accepted solution]

Hi @JamesR2D2 ,

Provide another way of thinking, Here I assume that the [Date] column is a text type.
Reference Table 1 in PowerQuery and create a table like this one.

Model:

Then create a new measure for the visual's filter.

Measure = 
VAR _quarter = SELECTEDVALUE('Table2'[Date])
VAR _month = SELECTEDVALUE('Table2'[Month])
VAR _filter = IF(ISBLANK(_quarter) || MAX('Table1'[Date])=_quarter || RIGHT(MAX('Table1'[Date]),3)=_month,1)
RETURN
_filter

Output:

If [Date] is listed as a date type, the whole process is similar, and the date function is used at the end to determine the condition.

Best Regards,
Gao
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

[JamesR2D2]

Thank you Gao, exactly what I needed. Cheers!

[amitchandak]

@JamesR2D2 , the slicer needs to be on an independent date/qtr table

Assume you have two tables with Quarter, Year, and Quarter Year

//Date1 is independent Date table, Date is joined with Table
new measure =
var _max = maxx(allselected(Date1),Date1[Quarter])
return
calculate( sum(Table[Value]), filter('Date', 'Date'[Quarter] =_max))

Need of an Independent Date Table:https://www.youtube.com/watch?v=44fGGmg9fHI

Show month names instead of Current Month Vs Last Month- https://youtu.be/x0DvPn1QeO4

[JamesR2D2]

Thanks amitchandak, this makes good sense now 🙂 Cheers