Rolling Returns Issue. please help

[ak77]

Hi All,

I want to calculate QTD, MTD, YTD and 1Yr,2Yr and 5 Yr rolling returns based on Category P and I for the attached dataset .

when i tried using the quick measure, it fails and gives a error "Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column." and was not able to proceed.

Can someone please check and help .Thanks

https://docs.google.com/spreadsheets/d/15O9OzMc8rTsy3sLhQaNQhoU3gQooXtRT/edit?usp=drive_link&ouid=11...

[ak77]

Hi @Greg_Deckler ,

Thanks for sharing this links.. i tried with my datset and got the issue. Can you please help if possible

This is 5 yr data which i have shared before...i need to calculate for each column code(CODE1,CODE2...) and for category group 'p' and 'I', i need MTD,YTD and QTD. when i tried its giving me error  with result giving me the same value as in value column instead of summing it up MTD,YTD and QTD wise

[Greg_Deckler]

@ak77 You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...