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Saiprasanna_MK
Frequent Visitor

Rolling SUM by Month within in Each Quarter

Hi,

 

I have been trying to get the rolling sum for months within each quarter. I have tried multiple ways but nothing seems to be working. I am looking to create a measure or a column that gives me the values as below:

 

My Expected output is :
If selected Year =2022 and Month = December , I need the rolling sum for the Q4 which includes sum of oct, Nov and Dec since December belongs to Q4. IF i Select November i need rolling sum for Oct and Nov which are part of Q4. and hence forth.

If i select 2022, feb the output should be sum of jan and feb 

2 REPLIES 2
lbendlin
Super User
Super User

Your data model has a calendar table?  That table includes the Year-Quarter column?

Hi ,

 

Yes, the model do have a calendar table. I found the solution Ibendlin. Unfortunately its very easy one using TOTALQTD.

TOTALQTD(SUM(Value),calendar[date]).

 

This gave me the rolling sum of months within each quarter

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