Previous Quarter to Date with Quarter Slicer

[shep123]

I am trying to do a quarter over quarter to date calculation. The current quarter to date isn't an issue. However, I am having an issue getting the previous QTD to work as I want. I have a slicer where users select the quarter they want to look at. When they select a previous quarter that is fine because the previousquarter formula is all I need. However, when looking at the current quarter we want to create a more accuracte comparison. If today is that start of the quarter it wouldn't be useful to compare one day to the entire previous quarter. Power BI does this because the entire quarter is selected in the slicer. Instead we would want to compare today to the first day of the previous quarter. Tomorrow we would want to compare the first 2 days of this quarter to first 2 of last.

Here is some sample data for a scenario.

Date	Amount
1/1/2018	5
1/2/2018	3
2/3/2018	2
3/28/2018	1
4/1/2018	8
4/5/2018	6
6/12/2018	4

If today was 6/12/2018 we would want to get the sum of 1/1/2018-3/12/2018 so we could compare with our current quarter.

Qtr	QTD	Previous QTD
2018Q2	18	10

if today was 6/30/2018, then we would want to compare 1/1/2018-3/31/2018 to the current quarter (4/1/2018 -6/30/2018).

Qtr	QTD	Previous QTD
2018Q2	18	11

What is the best way to go about this?

[shep123 · Accepted solution]

I solved this by making a previous Qtr flag on the query editor on the date table then adding that as an additional filter in my measure.

=Table.AddColumn(#"Changed Type1", "Previous Qtr Flag", each if [Date] <= Date.AddMonths(Date.From(DateTime.LocalNow()),-3) then 1 else 0)