Solved: Create rolling 3 month groups

[bwiley]

I have seen a lot of posts about rolling 90 days but I am looking for something different. I need to present data in a graph format showing sales for the last 3 months, the 3 months before that, etc until I get five 3 month groupings.

Ex. (These are fiscal years, I am not from the future)

Sep-Nov 2022

Dec 2022-Feb 2023

Mar-May 2023

June-Aug 2023

Sep-Nov 2023

Currently I have it working but am using several calculated columns using SWITCH that I have to update each month, such as: 

QuarterRolling = SWITCH( TRUE(),

'Date'[Month Number] =1, "Q1",

'Date'[Month Number] =2, "Q1",

'Date'[Month Number] =3, "Q2",

'Date'[Month Number] =4, "Q2",

'Date'[Month Number] =5, "Q2",

'Date'[Month Number] =6, "Q3",

'Date'[Month Number] =7, "Q3",

'Date'[Month Number] =8, "Q3",

'Date'[Month Number] =9, "Q4",

'Date'[Month Number] =10, "Q4",

'Date'[Month Number] =11, "Q4",

'Date'[Month Number] =12, "Q1",

 "Not Quarter"

)

YearAndQuarterRolling = 'Date'[year] & "-" & 'Date'[QuarterRolling]

LegendandChicletName = SWITCH( TRUE(),

'Date'[YearAndQuarterRolling] = "2022-Q4", "Sept-Nov FY23",

'Date'[YearAndQuarterRolling] = "2022-Q3", "June-Aug FY23",

'Date'[YearAndQuarterRolling] = "2022-Q2", "March-May FY23",

'Date'[YearAndQuarterRolling] = "2022-Q1", "Dec-Feb",

'Date'[YearAndQuarterRolling] = "2021-Q1", "Sept-Nov FY22",

 "Not Quarter"

)

I feel like there must be a formula that can automate this for me?

Thanks!!

[Anonymous · Accepted solution]

Hi @bwiley ,

I have created a simple sample, please refer to it to see if it helps you.

Create 2 columns.

Column = var _month=MONTH('Table'[Date])
var _1=IF(_month>=3&&_month<=5,"Q2",IF(_month>=6&&_month<=8,"Q3",IF(_month>=9&&_month<=11,"Q4","Q1")))
return _1

Column 2 = var _month=MONTH('Table'[Date])
var _year=YEAR('Table'[Date])

var _23=RIGHT(_year,2)
return
'Table'[Column]&"FY"&_23

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[bwiley]

This works thank you! 

One last question. My data is only updated once a month and usually around the 15th of each month. With this solution I am assuming when the month changes over my reporting will be incorrect since there will be no December data on January 1st?

I believe this tweak will allow be to make it correct on January first and then switch back to original solution once I have December data?

Column = var _month=(MONTH('Date'[Date])-1)

var _1=IF(_month>=3&&_month<=5,"Q2",IF(_month>=6&&_month<=8,"Q3",IF(_month>=9&&_month<=11,"Q4","Q1")))

return _1

OR 

Column = var _month=(MONTH('Date'[Date])-0) //current data = 0, data month behind change to -1

var _1=IF(_month>=3&&_month<=5,"Q2",IF(_month>=6&&_month<=8,"Q3",IF(_month>=9&&_month<=11,"Q4","Q1")))

return _1

[FreemanZ]

hi @bwiley 

it seems you are expecting the Time Intelligence Functions, like:

https://dax.guide/datesbetween/

https://dax.guide/datesinperiod/