Sum values based on Quarter dates

[Anonymous]

Hi,

Im a bit stuck with how to sum the month values on a quarterly basis. I have the follwing table

Entity ID	Date_Month	Value_Month	Date_Quarter	Value_Quarter
1	Jan-19	150
2	Feb-19	200
3	Mrt-19	250	Mrt-19	600
4	Apr-19	125
5	Mei-19	175
6	Jun-19	200	Jun-19	500

My question is:

1) How to sum the month values on a quarterly basis in column Value_Quarter

2) How to add the Quarter Dates as a text in the column Date_Quarter

Thank you for your help

Kind regards, Peter Brom

[Anonymous]

Thank you all.

Much appriciated.

[amitchandak]

@Anonymous , we usually create a date table and Qtr there and use that to Aggerate values there

Qtr Year = "Q" & QUARTER('Date'[Date]) & " - " & YEAR('Date'[Date]) 
Qtr Year Sort = FORMAT('Date'[Date],"YYYYQ")

[mahoneypat]

Does your model have a Date table?  If not, that is the best way to accomplish this.  Please see this article - https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

Once you have a Date table with a relationship to your initial table, you can just add the Quarter field to your table/matrix and your measure will automatically calculate that value.

If this works for you, please mark it as solution.  Kudos are appreciated too.  Please let me know if not.

Regards,

Pat