Measure to calculate data based on two sources : DB table & excel file for different time period

[Raj12]

Need to calculate total quotes:

1) For current and last 13 months data is available in live DB

2) For period earlier than 13 month data is redacted from DB and hence need an excel file to fetch that data

Table deatils:

1. DateTable is centralized table with all the calender date

2. DB is the data base table that hold current & last 13 month data

Quote ID	QPIN	QDIN	QJIN	QANI
2	2	1	1	2
132	1	2	1	2
198	1	1	1	1
211	2	1	1	1

3. Historical table hold all 2022 data

Year	Month	Total Quotes
2022	January	111
2022	February	121
2022	March	112
2022	April	191

Measure to be created that shows data for Jan & Feb 2022 from hostorical excel table and for remaining month from DB and this will change as next month it should show Jan, Feb & March data from hostorical excel table and remaining from DB....

[lbendlin]

Sounds straightforward. What have you tried and where are you stuck?

[Raj12]

I created a measure but unable to get data chnage over the period of time:

Total Quotes =

var mon_start_date =     CALCULATE(Min(DateTable[Date] ),ALLSELECTED(DateTable[Date] ))

var mon_end_date =     CALCULATE(Max( DateTable[Date] ),ALLSELECTED(DateTable[Date] ))

var yr = VALUE(SELECTEDVALUE(DateTable[Date]))

var curr_mon= MONTH(TODAY())

var curr_year= YEAR(TODAY())

return

if (DATE(curr_year-1,curr_mon,31)<=mon_start_date,
CALCULATE(SUM('Historical Data Table'[Total Quotes]),'Historical Data Table'[Year]=curr_year-1 && 'Historical Data Table'[Month]=curr_mon),

CALCULATE(DISTINCTCOUNT('DB'[QUOTE ID]),'DB'[QDATE]>=mon_start_date && 'MSQUREFR New'[QDATE]<=mon_end_date) )