Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Next up in the FabCon + SQLCon recap series: The roadmap for Microsoft SQL and Maximizing Developer experiences in Fabric. All sessions are available on-demand after the live show. Register now

Reply
Anonymous
Not applicable

Recreating Revenue Sum Formula

I had an original requirement that was to gather the sum of the last 3 months of revenue and multiply by 4 to return a value. I have perfectly working solution that is this:

1.PNG

 

However there has been a recent change in requirements. End users now want to implement using date slicers, so they can see the revenue at any point in time. So in my date table, I have Month and year slicers:

1.PNG

 

So now my issue is, if I select months 4, 5 or 6, my above formula will return the sum for the particular month selected since those months are the last 3 completed months, but if I select month 2 and beyond it will return blank which is expected.

 

How can I restructure my formula so by default it will return the last complete 3 months of revenue, but if for instance I select just a single month from the date slicer, it will give me the last 3 months of revenue from there?

 

So if I select month 3, it would give me the sum of months 1-3. If I select month 5, it would give me the sum of months 3-5, etc. etc.

1 REPLY 1
jthomson
Solution Sage
Solution Sage

Look up one of the topics on here on pulling through values from a slicer as a variable - once you've got your desired year and month into your formula as variables it should be fairly straightforward from there

Helpful resources

Announcements
New to Fabric survey Carousel

New to Fabric Survey

If you have recently started exploring Fabric, we'd love to hear how it's going. Your feedback can help with product improvements.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.

Join our Fabric User Panel

Join our Fabric User Panel

Share feedback directly with Fabric product managers, participate in targeted research studies and influence the Fabric roadmap.

March Power BI Update Carousel

Power BI Community Update - March 2026

Check out the March 2026 Power BI update to learn about new features.