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gomezc73
Helper IV
Helper IV

How Get the amount by product only of Quarter months (March, June, September, December)

Hi,

 

  I have a table with the sales of products by month, the user wants to select a Quartely month (March, June, September, December) then the PBI must:

a) Get the Sales amount for the last 4 quarters and summarize it by product.

b) Do the same calculation with other quarter

c) compare both amounts

 

By Example:

 a) the user select from a slicer September 2023, then I need summarize the amounts of (September 2023, June 2023, March 2023 and December 2022)

 

b) From a second Slicer the user select June 2023, then I need get the amount of June 2023, March 2023, December 2022 and Septemner 2022.

 

c) show both amounts with the variations by products.

 

This is an example of my table only with 1 product:

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

 

In the example above thi will be the results:

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

 

 

Can you please help me?

 

 

2 ACCEPTED SOLUTIONS
Ashish_Mathur
Super User
Super User

Hi,

PBI file attached.

Hope this helps.

Ashish_Mathur_0-1700278861633.png

 


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

thank you.. it works for me.. I really appreciate your help!

View solution in original post

6 REPLIES 6
Ashish_Mathur
Super User
Super User

Hi,

PBI file attached.

Hope this helps.

Ashish_Mathur_0-1700278861633.png

 


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

It works.. thank you very much!!

You are welcome.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
lbendlin
Super User
Super User

lbendlin_0-1700267438240.png

see attached.

 

thank you.. it works for me.. I really appreciate your help!

Worked perfect!!. thank you!!. I reaaly appreciatte your help!!.

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