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MartinDra
Frequent Visitor

How to show total sales using date table in periods from date

I have a request to show data in 3 month periods, 

there will be sale that started in 2016 but closed in 2022, so we need to show this as 72 months, 

this will be calculated with each year starting from q1 = 3 Months, q2 = 6 Months, q3 = 9 Months and so on,.

 

E.g

MartinDra_0-1669288830389.png

How can this be done using dax ?

or is it better to go to sql to calculate this? 

 

1 ACCEPTED SOLUTION
v-yinliw-msft
Community Support
Community Support

Hi @MartinDra .

 

You can try this method:

I create two sample tables in two years, Period table and Sales table.

Then we need to calculate the year and the quarter:

New columns:

Year = YEAR('Sales'[Date])
Quar = QUARTER('Sales'[Date])

Then 

Var = 'Sales'[Year] - MIN('Sales'[Year])
Index = 'Sales'[Var] * 4 + Sales[Quar] 
SUMEVERYQ =
CALCULATE (
    SUM ( Sales[Sales] ),
    FILTER (
        'Sales',
        'Sales'[Year] = EARLIER ( Sales[Year] )
            && 'Sales'[Quar] = EARLIER ( Sales[Quar] )
    )
)

For the period table,

New a column:

M = MID('Period'[Period],1,2) / 3

The M column need to change to the whole number format.

The result column is :

Result =
CALCULATE (
    AVERAGE ( Sales[SUMEVERYQ] ),
    FILTER ( 'Sales', 'Sales'[Index] = 'Period'[M] )
)

vyinliwmsft_2-1669344697485.png

 

Hope these help you.

Here is my PBIX file.

 

Best Regards,

Community Support Team _Yinliw

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

 

 

View solution in original post

2 REPLIES 2
MartinDra
Frequent Visitor

Hi, 

 

thanks. I think its close but not exactly what I need. 

I need an ability to show year as well.

MartinDra_0-1675182021376.png

so we can see progression over time, 

if I just have the period it only we are limited with the number of months since begining. 

So in Data Warehouse side it isnt going to work. 

 

Any ideas on how to achieve the above?

v-yinliw-msft
Community Support
Community Support

Hi @MartinDra .

 

You can try this method:

I create two sample tables in two years, Period table and Sales table.

Then we need to calculate the year and the quarter:

New columns:

Year = YEAR('Sales'[Date])
Quar = QUARTER('Sales'[Date])

Then 

Var = 'Sales'[Year] - MIN('Sales'[Year])
Index = 'Sales'[Var] * 4 + Sales[Quar] 
SUMEVERYQ =
CALCULATE (
    SUM ( Sales[Sales] ),
    FILTER (
        'Sales',
        'Sales'[Year] = EARLIER ( Sales[Year] )
            && 'Sales'[Quar] = EARLIER ( Sales[Quar] )
    )
)

For the period table,

New a column:

M = MID('Period'[Period],1,2) / 3

The M column need to change to the whole number format.

The result column is :

Result =
CALCULATE (
    AVERAGE ( Sales[SUMEVERYQ] ),
    FILTER ( 'Sales', 'Sales'[Index] = 'Period'[M] )
)

vyinliwmsft_2-1669344697485.png

 

Hope these help you.

Here is my PBIX file.

 

Best Regards,

Community Support Team _Yinliw

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

 

 

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