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Rm666652
Helper I
Helper I

Showing end of quarter for totals and whole quarter for transactions

So I have 2 tables, one with totals of each month and one with the transactions of each month:

 

Totals

 

QuarterMonthCompanyTotal
Q1JanuaryUber5000000
Q1FebruaryUber8000000
Q1MarchUber1500000

 

Transactions

 

QuarterMonthCompanyTotal
Q1JanuaryUber600
Q1FebruaryUber150000
Q1MarchUber1500

 

The tables are linked by a dimdate table and by another table with a Company list.

 

I have a dashboard with a few graphs and tables that use the "SWITCH" formula, so that the person can switch between all metrics in the same page . When displaying Totals, I only want to show the end of the quarter month, so March, but for Transactions I want to show all the transactions of Q1.

 

Is there a way to do that?

 

I really would appreciate it, thank you

Thanks

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Rm666652 , Assuming you are using date table, data for the last month of selected period

 


New measure =
var _max = maxx(allselected(Date),Date[Date])
return
calculate(sum(Table[Value]), filter('Date' , eomonth('Date'[Date],0) = eomonth(_max, 0)))

 

if there are more than one qtr then use allexcept('Date','Date'[Qtr Year])

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1 REPLY 1
amitchandak
Super User
Super User

@Rm666652 , Assuming you are using date table, data for the last month of selected period

 


New measure =
var _max = maxx(allselected(Date),Date[Date])
return
calculate(sum(Table[Value]), filter('Date' , eomonth('Date'[Date],0) = eomonth(_max, 0)))

 

if there are more than one qtr then use allexcept('Date','Date'[Qtr Year])

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!! !!
Dashboard of My Blogs !! Connect on Linkedin
Want To Learn Power BI
Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!

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