Using Year-Month Slicer Calculating the Avearge 3 month values of Quarterly values

Hi anusha_2023 ,

Please try code as below to update your measure.

Measure = 
VAR Reference_Date = MAX('Date'[Date])

VAR NumberofMonths =
SWITCH(
    TRUE(),
    MONTH(Reference_Date) IN {1, 4, 7, 10}, 22,
    MONTH(Reference_Date) IN {2, 5, 8, 11}, 23,
    MONTH(Reference_Date) IN {3, 6, 9, 12}, 24,
    BLANK() -- Default case
)

VAR RollingMonths = 
    DATESINPERIOD(
        'Recurring date'[Date],
        Reference_Date,
        -NumberofMonths,
        MONTH
    )

VAR _R1 = 
    CALCULATE(
        SUM(BalanceSheetSample[Amount]), 
        REMOVEFILTERS('Date'),
        KEEPFILTERS(RollingMonths),
        USERELATIONSHIP('Date'[Date], 'Recurring date'[Date])
    )

VAR RollingMonths2 = 
    DATESINPERIOD(
        'Recurring date'[Date],
        Reference_Date,
        -3,
        MONTH
    )
VAR _R2 = 
    CALCULATE(
        SUM(BalanceSheetSample[Amount]), 
        REMOVEFILTERS('Date'),
        KEEPFILTERS(RollingMonths2),
        USERELATIONSHIP('Date'[Date], 'Recurring date'[Date]),
        ALLSELECTED('Recurring Date')
    )
RETURN
IF(MAX('Recurring Date'[YearQuarter]) = FORMAT(Reference_Date,"YYYY")&"/Q"&FORMAT(Reference_Date,"Q"),_R2,_R1)

Result is as below.

Best Regards,
Rico Zhou

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