Challenge with date calcs

[madscientist]

Hi - seeking help from this great community!

I am trying to prepare a table that has full quarter (QTR) and QTD information at the same time using sample data below:

Data:

Product      Date                 Amt

A                01/01/2020      100

A                15/02/2020      200

A                 17/03/2020     150

I have active slicers for year and month components to enable the QTD calculation.  So if I were to pick Year = 2020 and month = Feb, here's what I would want to see as output in a table:

                         QTD        QTR

Product A         300          450

The QTD calc works fine....but I can't seem to figure out how to get a measure that essentially follows the year slicer while at the same time ignores the specific month slicer for filtering yet uses that month to identify the relevant quarter I need. 

Thanks for your insights!

[lbendlin]

use CALCULATE to break out of the Month filter context but keep the Quarter filter context.

[madscientist]

Could you please share an example of what the DAX formula syntax would look like?  Note that I currently do not have a filter for quarter - I only have slicers for Year and Month.

My current measures are:

QTD = calculate ([amt], datesqtd (dates))

QTR = ????

I'm hoping to avoid the need of having a slicer for quarter, as that would seem repetitive once the month is chosen.

[lbendlin · Accepted solution]

Something like this (there are many ways)

QTR=

var currQ = max(Dates[Quarter])

Return Calculate([amt],Dates[Quarter] = currQ)