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jpbi23
Helper I
Helper I

using future quarter values in a measure calculation

I have a table called MasterAll where I have built these 3 measures, 

 

jpbi23_0-1737041043506.png

 

I have a matrix visual that shows these 3 measures by fiscal quarters. I want to write another measure (FinalTotal) that would take, 

[Booked / Gross Retained $] - [Out-Qtr Late Booked $] + [Out-Qtr LateBooked $]--> value from the next quarter

For example, in 2023-Q1, it would be something like this, 

 

[60,347,535] - [3,209,341] + [1,026,289] --> grabbing 2023-Q2 value. Always should get this value from the next quarter

For another example, in 2023-Q2, it would be something like this, 

 

[72,782,964] - [1,206,289] + [2,620,736] -- grabbing 2023-Q3 value. 

 

is there a way to write this?

 

Thanks,

Jay

2 REPLIES 2
bhanu_gautam
Super User
Super User

@jpbi23 You will need to use the CALCULATE function along with the NEXTQUARTER function to get the value from the next quarter

 

DAX
FinalTotal =
VAR CurrentQuarter = SELECTEDVALUE('MasterAll'[Fiscal Quarter])
VAR NextQuarter = CALCULATE(
SUM('MasterAll'[Out-Qtr LateBooked $]),
NEXTQUARTER('MasterAll'[Fiscal Quarter])
)
RETURN
SUM('MasterAll'[Booked / Gross Retained $]) -
SUM('MasterAll'[Out-Qtr Late Booked $]) +
NextQuarter




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Hey thanks for the response @bhanu_gautam 

The fiscal quarter column is not a datetype column. It's in this format "2023-Q1", "2023-Q2". NextQuarter function is not working due to this. Is there another workaround?

 

Jay

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