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romoguy15's avatar
romoguy15
Icon for Helper IV rankHelper IV
4 years ago
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Total Count Last 5 Quarters including current quarter

Hello,

 

I hope this particular question has not been beaten to death but I am trying to do a simple total count of my data to show the last 5 quarters from Q4 2020 thru Q4 2021. I have a fiscal calendar tied to my data and I'm trying to do this time inteligence formula but I am having two issues. First issue, my forumla is only giving me the total count based on the current fiscal year 2021. It is excluding Q4 2020. The last issue is on the bar chart, it is not breaking out each quarter into individual bars. I used a variable to identify the current year and date, but I believe that is part of my problem since it's causing it to filter the current year 2021. I have added below the sample data and the formula i am trying to come up with.

 

https://1drv.ms/u/s!AqID1H0nHPOzhA5G_mf5oIFB8lgP?e=EvRpu9

 

 

Last 5 Quarters Including Current Quarter =
VAR CurrentYear = CALCULATE(MAX('Calendar'[Year]), 'Calendar'[Date] = TODAY())
RETURN
CALCULATE([Total Tickets],
FILTER(ALL('Calendar'), 'Calendar'[Year] = CurrentYear && 'Calendar'[Sequential Quarter] <=CALCULATE(MAX('Calendar'[Sequential Quarter]),
FILTER('Calendar', 'Calendar'[Date] =TODAY())) && 'Calendar'[Sequential Quarter] > CALCULATE(MAX('Calendar'[Sequential Quarter]),
FILTER('Calendar' ,[date]=TODAY()))-5))
 
 
Thank you in advance for any help.
  • romoguy15 I have to tweak the measure, realized that you have different fiscal quarters, use this measure:

     

    Last 5 Quarters Including Current Quarter v2 = 
    VAR CurrentQuarter = CALCULATE ( MIN ('Calendar'[Sequential Quarter] ), 'Calendar'[Date] = TODAY() )
    VAR StartingQuarter = CurrentQuarter - 3
    VAR Result =
    CALCULATE
    (
        [Total Tickets],
        'Calendar'[Sequential Quarter] >= StartingQuarter,
        'Calendar'[Sequential Quarter] <= CurrentQuarter
    
    )
    RETURN Result

     

     

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