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Anonymous
Not applicable

Filter a measure quarterly

Hello!

 

I would like to create a table that calculates the running totals of budget entries by quarter, like this:

 

Budget Entry | Q1                                | Q2                                  | Q3           | Q4

/entry/           | (sum amount Jan-Mar | (sum amount Jan-June) | (Jan-Sep) | (Jan-Dec)

 

I'm guessing it should be CALCULATE(SUM([Total), ... don't really know how to filter it up to 31.03, 30.06 etc, tried just typing in the dates, but that didn't work.

 

Thanks

3 REPLIES 3
Greg_Deckler
Super User
Super User

Right, use the Running Total quick measure. Right click a table, New quick measure.


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amitchandak
Super User
Super User

@Anonymous , Create a date table having Qtr in it and join with your date and you can group data by Qtr.

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/



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Anonymous
Not applicable

I have a date table with Qtr numbers in it, but how do i group the data? I need to make 4 columns (q1, q2, q3, q4)

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