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slc7456's avatar
slc7456
Icon for Advocate III rankAdvocate III
8 years ago
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Rolling Month and Quarter Calculation

Purpose: Calculate Rolling 12 months and Rolling Quarter based off todays date 

 

Background: I would like to display data only from the last 12 calendar months. Power BI offers this as a relative date filter, but I would like to create a measure called "Rolling 12 Months" that my user could use in a slice on the page. 

 

Does anyone know the DAX calculation to create a rolling 12 months based off today's date? 

 

I would also like to display data only from the current quarter, i.e. a Rolling Quarter measure. For example, if I use the Rolling Quarter as a filter all my data will only display data for October (since it's October 18th). 

 

Does anyone know the DAX calculation to create a Rolling Quarter based off today's date? 

 

Q1 - Jan, Feb, March

Q2 - April, May, June

Q3 - July, Aug, Sept

Q4 - Oct, Nov, Dec

 

  • I created  Current Quarter Flag which allows me to filter my page on the current quarter. My rolling quarters issue is solved. Breakdown below

     

    Curent Year = YEAR(TODAY())

    Quarter = ROUNDUP([MonthNumber]/3, 0)

    Current Quarter = ROUNDUP(MONTH([Current Date])/3, 0) 

    Current Quarter Flag = if([Current Quarter] = [Quarter] && 'Date Dimension'[Year] = [Curent Year],"Y","N")

     

     

     

     

1 Reply

  • slc7456's avatar
    slc7456
    Icon for Advocate III rankAdvocate III

    I created  Current Quarter Flag which allows me to filter my page on the current quarter. My rolling quarters issue is solved. Breakdown below

     

    Curent Year = YEAR(TODAY())

    Quarter = ROUNDUP([MonthNumber]/3, 0)

    Current Quarter = ROUNDUP(MONTH([Current Date])/3, 0) 

    Current Quarter Flag = if([Current Quarter] = [Quarter] && 'Date Dimension'[Year] = [Curent Year],"Y","N")