Help with DAX calculation for specific months of 2024

[ERing]

I have a requirement to show a calculation for specific months of the year 2024.

I need to calculate this specifically for the period that includes March 2024, April 2024, May 2024, and August 2024.

The calculation is the conversion rate which = DIVIDE('Inbound_Calls'[INBOUND_CALLS],'Web_Data'[PAGE_VIEWS]). 

The calcuation should be the sum of 'Inbound_Calls'[INBOUND_CALLS] for the period of March 2024, April 2024, May 2024, and August 2024 divided by the sum of 'Web_Data'[PAGE_VIEWS]) for the period of March 2024, April 2024, May 2024, and August 2024.

SAMPLE DATA 

[danextian · Accepted solution]

Hi @ERing 

First make sure, to change the direction of your date relationships to one and not both. And then add a year column based on the date - yours is pointing to start date. Create the following measures

Conversion Rate =
DIVIDE ( SUM ( Inbound_Calls[INBOUND_CALLS] ), SUM ( Web_Data[PAGE_VIEWS] ) )

either of these

Conversion Rate Specific Months = 
CALCULATE (
    [Conversion Rate],
    KEEPFILTERS (
        'Calendar'[Calendar Year] = 2024
            && MONTH ( 'Calendar'[Date] ) IN { 3, 4, 5, 8 }
    )
)

Conversion Rate Specific Months REMOVE DATE FILTERS = 
CALCULATE (
    [Conversion Rate],
    FILTER (
        ALL ( 'Calendar' ),
        'Calendar'[Calendar Year] = 2024
            && MONTH ( 'Calendar'[Date] ) IN { 3, 4, 5, 8 }
    )
)

Please see attached pbix.