Periodically aggregated rolling calculation

Hi svttm94 ,

I created sample data as shown in the table below:

An index column starting from 1 is created in Power Query.

Created a calculated column for year and month:

Year & Month = YEAR('Table'[Date]) & " " & 'Table'[Date].[Month]

A new table is created containing 1-12.

Do not establish a relationship between the two tables.

Put "Year and Month" and "Period" into the slicer.

Create two measures:

Measure = MAX('Table (2)'[period])

Measure2 = 
IF (
    ROUND (
        DATEDIFF (
            MAX ( 'Table'[Date] ),
            MAXX ( ALLSELECTED ( 'Table' ), 'Table'[Date] ),
            MONTH
        ) / [Measure],
        2
    )
        - ROUND (
            DATEDIFF (
                MAX ( 'Table'[Date] ),
                MAXX ( ALLSELECTED ( 'Table' ), 'Table'[Date] ),
                MONTH
            ) / [Measure],
            0
        ) = 0,
    1
)

Using the "Clusterd column chart" visual, drag the fields into position.

The Index column is for better sorting.

Drag Measure2 into Filter and set the filter condition to is 1.

Select the year and month from March to December 2023. The visual effect of selecting Period 3 is as follows:

Select the year and month from March to December 2023, and the visual effect of selecting Period 4 is as follows:

The pbix file has been attached, if you have any other questions please feel free to contact me.

If this method does not solve your needs, maybe you can try uploading your pbix file to me. Please be careful not to log in to your account in Power BI Desktop when uploading the pbix file.

Best Regards,
Yang
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

Hi Anonymous 

Sorry for the late reply. I could use your solution, thank you, but I had to modify my measure calculation.
I had to move the time intelligence calculation items created in the tabular editor to a measure and refer to Table (2)'[period] as follows:

Market Share (UC)  = CALCULATE(
    [Market Share (UC)],
    DATESINPERIOD('DateTable'[Date], LASTNONBLANK('DateTable'[Date],  [Market Share (UC)]), - MAX('Table (2)'[period]), MONTH)
)