How Filter only amounts of Quarters (March, Jun, September, December)

[gomezc73]

Hi Experts,

 I am trying to get the amounts only of the months March, June, September, December ( Quarters) from a table with all months, because the user needs compare a consolidated of the last 4 quarters.

 By Example,

 If the user wants to compare September 2023 Vs June 2023, i need:

 For September 2023: Sumarize the amounts of (September 2023, June 2023, March 2023 and December 2022)

 For June 2023: Sumarize the amounts of (June 2023, March 2023, December 2022 and September 2022)

 With the results I need get the variation September 2023 Vs June 2023.

  My problem is that in my tables i have the amounts for all months of the year

  By eaxmple:

Product	Month	Amount
GG-001	Jan-22	6,759
GG-001	Feb-22	6,323
GG-001	Mar-22	5,915
GG-001	Apr-22	5,534
GG-001	May-22	5,177
GG-001	Jun-22	4,843
GG-001	Jul-22	4,531
GG-001	Aug-22	4,239
GG-001	Sep-22	3,965
GG-001	Oct-22	3,710
GG-001	Nov-22	3,470
GG-001	Dec-22	3,247
GG-001	Jan-23	3,037
GG-001	Feb-23	2,841
GG-001	Mar-23	2,658
GG-001	Apr-23	2,487
GG-001	May-23	2,326
GG-001	Jun-23	2,176
GG-001	Jul-23	2,036
GG-001	Aug-23	1,905
GG-001	Sep-23	1,782
GG-001	Oct-23	1,667
GG-001	Nov-23	1,559

In my example the results must be:

QT	Sum Last 4 Qt	Note
Sep-23	9,863	Sum (Sep23, Jun23, Mar23, Dec22)
Jun-23	12,046	Sum (Jun23, Mar23, Dec22,Jun22)
Variation	(2,183)

I reaaly appreciate your help

[Anonymous · Accepted solution]

Hi @gomezc73,

You can try to use following measure formula if helps. I extract the current date as condition to filter on the date range from last year same period to current and add MOD function only picked the month number that can be divisible by 3.

formula =
VAR currDate =
    MAX ( Table1[Month] )
RETURN
    CALCULATE (
        SUM ( Table1[Amount] ),
        FILTER (
            ALLSELECTED ( Table1 ),
            AND (
                Table1[Month]
                    >= DATE ( YEAR ( currDate ) - 1, MONTH ( currDate ), DAY ( currDate ) ),
                Table1[Month] <= currDate
            )
                && MOD ( MONTH ( Table1[Month] ), 3 ) = 0
        ),
        VALUES ( Table1[Product] )
    )

Regards,

Xiaoxin Sheng