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slc7456 Regular Visitor
Regular Visitor

Rolling Month and Quarter Calculation

Purpose: Calculate Rolling 12 months and Rolling Quarter based off todays date 

 

Background: I would like to display data only from the last 12 calendar months. Power BI offers this as a relative date filter, but I would like to create a measure called "Rolling 12 Months" that my user could use in a slice on the page. 

 

Does anyone know the DAX calculation to create a rolling 12 months based off today's date? 

 

I would also like to display data only from the current quarter, i.e. a Rolling Quarter measure. For example, if I use the Rolling Quarter as a filter all my data will only display data for October (since it's October 18th). 

 

Does anyone know the DAX calculation to create a Rolling Quarter based off today's date? 

 

Q1 - Jan, Feb, March

Q2 - April, May, June

Q3 - July, Aug, Sept

Q4 - Oct, Nov, Dec

 

1 ACCEPTED SOLUTION

Accepted Solutions
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slc7456 Regular Visitor
Regular Visitor

Re: Rolling Month and Quarter Calculation

I created  Current Quarter Flag which allows me to filter my page on the current quarter. My rolling quarters issue is solved. Breakdown below

 

Curent Year = YEAR(TODAY())

Quarter = ROUNDUP([MonthNumber]/3, 0)

Current Quarter = ROUNDUP(MONTH([Current Date])/3, 0) 

Current Quarter Flag = if([Current Quarter] = [Quarter] && 'Date Dimension'[Year] = [Curent Year],"Y","N")

 

 

CurrentQuarterFlag.png

 

 

1 REPLY 1
Highlighted
slc7456 Regular Visitor
Regular Visitor

Re: Rolling Month and Quarter Calculation

I created  Current Quarter Flag which allows me to filter my page on the current quarter. My rolling quarters issue is solved. Breakdown below

 

Curent Year = YEAR(TODAY())

Quarter = ROUNDUP([MonthNumber]/3, 0)

Current Quarter = ROUNDUP(MONTH([Current Date])/3, 0) 

Current Quarter Flag = if([Current Quarter] = [Quarter] && 'Date Dimension'[Year] = [Curent Year],"Y","N")

 

 

CurrentQuarterFlag.png