Running Total with three years

Hi Anonymous  - can you change the logic for previous year as below:

PreviousYearQuarter =
VAR SelectedQuarter = SELECTEDVALUE(DNM_DRILL_THROUGH[FISCAL_QTR]) -- Selected quarter from slicer
VAR CurrentYear = INT(LEFT(SelectedQuarter,4)) -- Extract year
VAR CurrentQtr = RIGHT(SelectedQuarter,2) -- Extract Q1, Q2, etc.
VAR PrevYearQtr = FORMAT(CurrentYear - 1, "0000") & CurrentQtr -- Get previous year same quarter

-- Find max week number for selected quarter
VAR MaxWeekSelectedQtr =
MAXX(
FILTER(DNM_DRILL_THROUGH, DNM_DRILL_THROUGH[FISCAL_QTR] = SelectedQuarter),
INT(RIGHT(DNM_DRILL_THROUGH[FISCAL_WEEK_NUMBER_D], 2))
)

RETURN
CALCULATE(
[FilterBookingAmount], -- Your measure for Booking Amount
ALLSELECTED(DNM_DRILL_THROUGH[FISCAL_QTR]),
DNM_DRILL_THROUGH[FISCAL_QTR] = PrevYearQtr,

-- Ensure previous year always shows full 13 weeks, while selected quarter is restricted dynamically
IF(
SelectedQuarter = PrevYearQtr,
INT(RIGHT(DNM_DRILL_THROUGH[FISCAL_WEEK_NUMBER_D],2)) <= 13, -- Show full 13 weeks for previous year
INT(RIGHT(DNM_DRILL_THROUGH[FISCAL_WEEK_NUMBER_D],2)) <= MaxWeekSelectedQtr -- Restrict only selected quarter
)
)

Hope this helps. . please check

Hi Anonymous 

Please use this DAX to get the correct answer 

Cumulative Booking Amount =

VAR selected_quarter = SELECTEDVALUE(DNM_DRILL_THROUGH[FISCAL_QTR])

VAR current_year = INT(LEFT(selected_quarter, 4))  -- Extracts the year

VAR current_qtr = RIGHT(selected_quarter, 2)       -- Extracts the quarter

-- Get previous and previous-to-previous year quarters

VAR pqtr = FORMAT(current_year - 1, "0000") & current_qtr

VAR ppqtr = FORMAT(current_year - 2, "0000") & current_qtr

-- Get max week available for the selected quarter

VAR max_week_selected =

    MAXX(

        FILTER(DNM_DRILL_THROUGH, DNM_DRILL_THROUGH[FISCAL_QTR] = selected_quarter),

        INT(RIGHT(DNM_DRILL_THROUGH[FISCAL_WEEK_NUMBER_D], 2))

    )

-- Compute Cumulative Booking Amount

RETURN

CALCULATE(

    [Filterbookingamount],  -- Use your booking amount measure

    DNM_DRILL_THROUGH[FISCAL_QTR] IN { selected_quarter, pqtr, ppqtr },

    IF(

        DNM_DRILL_THROUGH[FISCAL_QTR] = selected_quarter,

        INT(RIGHT(DNM_DRILL_THROUGH[FISCAL_WEEK_NUMBER_D], 2)) <= max_week_selected,

        TRUE()  -- Ensures previous quarters show all 13 weeks

    )

)

Best regards,
Ray Minds
http://www.rayminds.com
https://www.linkedin.com/company/rayminds/

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi Anonymous,

Thank you for reaching out to the Microsoft fabric community forum. Thank you Ray_Minds, and rajendraongole1, for your inputs on this issue. After thoroughly reviewing the details you provided, I was able to reproduce the scenario, and it worked on my end. I have used it as sample data on my end and successfully implemented it.

Please try this measures I have tried with some sample data in my end, it worked fine:

Selected Quarter Cumulative Booking Amount:

CumulativeBookingAmount =

VAR SelectedQuarter = SELECTEDVALUE(SalesTable[Fiscal Quarter])

VAR MaxWeek = MAXX(FILTER(SalesTable, SalesTable[Fiscal Quarter] = SelectedQuarter), SalesTable[FiscalWeekNumber])

RETURN

CALCULATE(

    SUM(SalesTable[Booking Amount]),

    SalesTable[Fiscal Quarter] = SelectedQuarter,

    SalesTable[FiscalWeekNumber] <= MaxWeek

)

Previous Year Same Quarter Cumulative Booking Amount:

PY_CumulativeBookingAmount =

VAR SelectedQuarter = SELECTEDVALUE(SalesTable[Fiscal Quarter])

VAR CurrentYear = LEFT(SelectedQuarter, 4) * 1

VAR CurrentQtr = RIGHT(SelectedQuarter, 2)

VAR PrevQuarter = FORMAT(CurrentYear - 1, "0000") & CurrentQtr

RETURN

CALCULATE(

    SUM(SalesTable[Booking Amount]),

    SalesTable[Fiscal Quarter] = PrevQuarter

)

Previous to Previous Year Same Quarter Cumulative Booking Amount:

PPY_CumulativeBookingAmount =

VAR SelectedQuarter = SELECTEDVALUE(SalesTable[Fiscal Quarter])

VAR CurrentYear = LEFT(SelectedQuarter, 4) * 1

VAR CurrentQtr = RIGHT(SelectedQuarter, 2)

VAR PrevPrevQuarter = FORMAT(CurrentYear - 2, "0000") & CurrentQtr

RETURN

CALCULATE(

    SUM(SalesTable[Booking Amount]),

    SalesTable[Fiscal Quarter] = PrevPrevQuarter

)

I am also including .pbix file for your better understanding, please have a look into it:

I hope this could resolve your issue, if you need any further assistance, feel free to reach out. If this post helps, then please give us ‘Kudos’ and consider Accept it as a solution to help the other members find it more quickly.

Thank you for using Microsoft Community Forum.