Total Count Last 5 Quarters including current quarter

[romoguy15]

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.

[parry2k]

@romoguy15 awesome. take a moment to subscribe my YouTube channel, link below. There will be many interesting videos on Power BI that I will be posting regularly mainly from the questions asked on the community. Cheers!!

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[romoguy15]

Of course, thank you again.

[romoguy15]

@parry2k Brilliant, thank you so much.

[parry2k · Accepted solution]

@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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My latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

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[parry2k]

@romoguy15 yes it will and here is the measure:

Last 5 Quarters Including Current Quarter = 
CALCULATE ( 
    [Total Tickets]  ,
    KEEPFILTERS ( 
        DATESINPERIOD ('Calendar'[Date], TODAY(), -5, QUARTER ) 
    )  
)

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Learn about conditional formatting at Microsoft Reactor

My latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

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[romoguy15]

Hey @parry2k , that measure did work the only thing I noticed is lets say I wanted to change it for whatever reason from 5 to 4, it still shows the last 5 quarter. Is there any way to fix that? It's odd, If decide to modify and put 1, 2, or 3 past quarters it works, but not on 4. Any thoughts?

[parry2k]

@romoguy15 is this what you are looking for:

[romoguy15]

Hey @parry2k, yes that is exactly what I'm looking for. Basically the measure is to be dynamic. So next quarter, the measure would then change the bar chart to show Q1 2021 thru Q1 2022 (5 quarters)