cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
donaldm
Helper III
Helper III

Largest value in fiscal quarter

Hi,

 

I have a set of data by month and a calendar table that defines the fiscal month/quarter/year.  Our fiscal year starts in November.

 

I need to select the value representing the last value in the fiscal quarter. 

 

For example:

(Q1) Nov = 3

(Q1) Dec = 5

(Q1) Jan = 2

(Q2) Feb = 33

(Q2) Mar = 34

(Q2) Apr = 21

...

...

Expecting result for Q1 = 2; Q2 = 21

 

Any suggestion on how should I write my DAX formula?

1 ACCEPTED SOLUTION
v-frfei-msft
Community Support
Community Support

Hi @donaldm ,

 

To create a measure as below.

 

Measure 3 = var maxd = CALCULATE(MAX('Table1'[Date]),ALLEXCEPT(Table1,Table1[Now FiscalQuarterNumber]))
return
IF(MAX('Table1'[Date])=maxd,SUM(Table1[Value]),BLANK())

23.PNG

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the others find it more quickly.

View solution in original post

2 REPLIES 2
v-frfei-msft
Community Support
Community Support

Hi @donaldm ,

 

To create a measure as below.

 

Measure 3 = var maxd = CALCULATE(MAX('Table1'[Date]),ALLEXCEPT(Table1,Table1[Now FiscalQuarterNumber]))
return
IF(MAX('Table1'[Date])=maxd,SUM(Table1[Value]),BLANK())

23.PNG

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the others find it more quickly.

View solution in original post

Thank you - I used a slight variation of the formula from https://community.powerbi.com/t5/Desktop/Conditional-measure-for-last-month-in-quarter/m-p/452534/hi...

 

For reference, I used:

Measure = calculate(

max(DimData[Value]), 

    filter(

        ALLEXCEPT(DimData, DimData[FisQtrYr]), 

        DimData[MonthDate] = MAX(DimData[MonthDate])

        ), 

    filter(DimData, [Level 2] = "Volumes")

    )

Helpful resources

Announcements
2022 Release Wave 1 760x460.png

2022 Release Wave 1 Plan

Power Platform release plan for the 2022 release wave 1 describes all new features releasing from April 2022 through September 2022.

Power BI December 2021 Update_carousel 768x460.jpg

Check it Out!

Click here to read more about the December 2021 Updates!

Jan 2022 Dev Camp 768x460 copy.png

Power BI Dev Camp- January 27th, 2022

Mark your calendars and join us for our next Power BI Dev Camp!

Top Solution Authors