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Gintar12's avatar
Gintar12
Regular Visitor
5 years ago

Month and quarters combining

Hello,

 

I have year and month slicer from calendar table. I want to get cumulative sums from very data beggining to last 5 quarters and selected month(if that month is not the end of last quarter). 

For example: When I choose year: 2020 and month: 08, I want to get result for these months:

2020.06.30 | 2020.09.30 | 2020.12.31 | 2020.03.31 | 2020.06.30 | 2020.08.31

                     When I choose year: 2020 and month: 06, I want to get result for these months:

2020.06.30 | 2020.09.30 | 2020.12.31 | 2020.03.31 | 2020.06.30

Is it possible to do it?

 

Any help would be appreciated 🙂

3 Replies

  • Gintar12 , The month logic is not very clear.

    But if you need rolling month or Quarters the try

     

    example with date table

    Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-12,MONTH))

     

    Rolling 4 Qtr= CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-4,Quarter))

     

    You can also refer to this video if you need to select a date and display months

    https://www.youtube.com/watch?v=duMSovyosXE

    • Gintar12's avatar
      Gintar12
      Regular Visitor

      Thank You amitchandak, but I want to see selected month results, last year month results and quarters between those two months.

      If I choose to see only quarters, I don't see selected month if that month is not the end of any quarter.

      I don't want to see all 12 months, because I don't need so much information. So, I need to mix quarters and months or to take every third month.

      • v-jingzhang's avatar
        v-jingzhang
        Community Support

        Hi Gintar12 

        I don't understand your requirement. Can you share some dummy data and expected result from these data? For example, why does 2020.06.30 appears twice? What's the difference? We need more info to understand your requirement better. Thanks.

        Regards,
        Community Support Team _ Jing