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@Boopep , Qtr and Qtr month comparision should be 3 month behind. Prefer to use a date table joined with date of start/end Date of you data table
M1= COUNT('Claims Profile 2025'[SERIES])
M1 Lag 3 = calculate([M1], dateadd(Date[Date], -3, Month) )
If you want to switch between month and qtr, you can use isinscope
different example, use dateadd in place of offset
Previouse Value = SWITCH(TRUE(),
ISINSCOPE('Date'[Date]), CALCULATE([Net], OFFSET(-1, ALL('Date'[Date]))),
ISINSCOPE('Date'[Month Year]), CALCULATE([Net],OFFSET(-1, ALL('Date'[Month Year sort],'Date'[Month Year],'Date'[Year],'Date'[Qtr Year]),ORDERBY('Date'[Month Year sort]))),
ISINSCOPE('Date'[Qtr Year]),CALCULATE([Net], OFFSET(-1, ALL('Date'[Year], 'Date'[Qtr Year]))),
ISINSCOPE('Date'[Year]), CALCULATE([Net],OFFSET(-1, ALL('Date'[Year])))
)
More time intelligence functions
https://youtu.be/cyWVzAQF9YU?t=41167
Hi @Boopep ,
Thank you for reaching out to the Fabric Community.
I’ve tested your scenario with sample data, and the logic matches your requirements. I’ve attached a PBIX file showing the setup and expected behavior, please review it and let me know if you need any changes or improvements.
FYI:
Thank you for your response @amitchandak .
Regards,
Yugandhar.
Hi @Boopep ,
Has your issue been resolved, or do you still need assistance. If you need anything else or more information, please let us know. We're here to help.
Thank you.
Hi @Boopep ,
Could you let us know if your issue has been resolved or if you are still experiencing difficulties? Your feedback is valuable to the community and can help others facing similar problems.
Hi @Boopep ,
Have you been able to look over my response? Please let me know if it meets your needs or if you'd like any changes—I'm happy to update it as needed.
Thank You.
Hi @Boopep ,
Thank you for reaching out to the Fabric Community.
I’ve tested your scenario with sample data, and the logic matches your requirements. I’ve attached a PBIX file showing the setup and expected behavior, please review it and let me know if you need any changes or improvements.
FYI:
Thank you for your response @amitchandak .
Regards,
Yugandhar.
@Boopep , Qtr and Qtr month comparision should be 3 month behind. Prefer to use a date table joined with date of start/end Date of you data table
M1= COUNT('Claims Profile 2025'[SERIES])
M1 Lag 3 = calculate([M1], dateadd(Date[Date], -3, Month) )
If you want to switch between month and qtr, you can use isinscope
different example, use dateadd in place of offset
Previouse Value = SWITCH(TRUE(),
ISINSCOPE('Date'[Date]), CALCULATE([Net], OFFSET(-1, ALL('Date'[Date]))),
ISINSCOPE('Date'[Month Year]), CALCULATE([Net],OFFSET(-1, ALL('Date'[Month Year sort],'Date'[Month Year],'Date'[Year],'Date'[Qtr Year]),ORDERBY('Date'[Month Year sort]))),
ISINSCOPE('Date'[Qtr Year]),CALCULATE([Net], OFFSET(-1, ALL('Date'[Year], 'Date'[Qtr Year]))),
ISINSCOPE('Date'[Year]), CALCULATE([Net],OFFSET(-1, ALL('Date'[Year])))
)
More time intelligence functions
https://youtu.be/cyWVzAQF9YU?t=41167
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