cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
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 IV
Super User IV

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


---------------------------------------

@ me in replies or I'll lose your thread!!!

I have a NEW book! 
DAX Cookbook from Packt
Over 120 DAX Recipes!




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




amitchandak
Super User IV
Super User IV

@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/



Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
Dashboard of My Blogs !! YouTube Channel !! Connect on Linkedin

Proud to be a Super User!

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)

Helpful resources

Announcements
PBI_User Group Leader_768x460.jpg

Manage your user group events

Check out the News & Announcements to learn more.

MBAS on Demand

2021 Release Wave 2 Plan

Power Platform release plan for the 2021 release wave 2 describes all new features releasing from October 2021 through March 2022.

Get Ready for Power BI Dev Camp

Microsoft named a Leader in The Forrester Wave

Microsoft received the highest score of any vendor in both the strategy and current offering categories.

R2 (Green) 768 x 460px.png

Microsoft Dynamics 365 & Power Platform User Professionals

DynamicsCon is a FREE, 4 half-day virtual learning experience for 11,000+ Microsoft Business Application users and professionals.