DAX ON QUARTERLY USING DIM DATE APPROACH

[louie_c]

For those using this approach on measures asking for help. For me to get the Quarterly figure i use the below script i.e. sum of months for month -3.

. The challenge is when quarter is not yet complete like Q1 2022, im getting Jan'22, Dec'21, Nov'21 instead of Jan'22 only.

Gross Collections This Quarter (USD) =

CALCULATE (

SUM ( Monthly_Performance[Gross Collections (USD)] ),

FILTER (

ALL ( Monthly_Performance[Month] ),

Monthly_Performance[Month] <= MAX ( _DimDate[Date] )

&& Monthly_Performance[Month]>= EDATE ( MAX( _DimDate[Date]), -3 )

)

)

[amitchandak]

@louie_c , Try Time intelligence functions

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))
Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))

Power BI — Qtr on Qtr with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
https://www.youtube.com/watch?v=8-TlVx7P0A0

[louie_c]

Thanks. Will it work on filters?