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Anonymous
Not applicable

Revenue Formula?

I have this table:

1.PNG

 

Columns are simply [Revenue] and [Invoice Date]. How can I get the total of the highlighted rows? The idea is to gather the sum of the last 3 months while excluding the current month revenue. So I would need the sum of Feb-Apr and as each month progresses the formula would look back on the past 3 months while excluding the current month. So on June 1st the formula would then gather the sum of Mar-May, July 1st it would be Apr-June, etc. etc.

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

Hi mrainey,

 

To achieve your requirement, create a measure using DAX formula like this pattern. 

Total =
CALCULATE (
    SUM ( table[value] ),
    FILTER (
        table,
        table[date]
            >= EOMONTH ( table[date], -5 ) + 1
            && table[date] <= EOMONTH ( table[date], -1 )
    )
)

Regards,

Jimmy Tao

View solution in original post

1 REPLY 1
v-yuta-msft
Community Support
Community Support

Hi mrainey,

 

To achieve your requirement, create a measure using DAX formula like this pattern. 

Total =
CALCULATE (
    SUM ( table[value] ),
    FILTER (
        table,
        table[date]
            >= EOMONTH ( table[date], -5 ) + 1
            && table[date] <= EOMONTH ( table[date], -1 )
    )
)

Regards,

Jimmy Tao

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