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Anonymous
Not applicable

Sum values based on Quarter dates

Hi,

 

Im a bit stuck with how to sum the month values on a quarterly basis. I have the follwing table

 

Entity IDDate_MonthValue_MonthDate_QuarterValue_Quarter
1Jan-19150  
2Feb-19200  
3Mrt-19250Mrt-19600
4Apr-19

125

  
5Mei-19

175

  
6Jun-19200Jun-19500

 

My question is:

1) How to sum the month values on a quarterly basis in column Value_Quarter

2) How to add the Quarter Dates as a text in the column Date_Quarter

 

Thank you for your help

 

Kind regards, Peter Brom

 

 

 

3 REPLIES 3
Anonymous
Not applicable

Thank you all.

 

Much appriciated.

amitchandak
Super User
Super User

@Anonymous , we usually create a date table and Qtr there and use that to Aggerate values there

Qtr Year = "Q" & QUARTER('Date'[Date]) & " - " & YEAR('Date'[Date]) 
Qtr Year Sort = FORMAT('Date'[Date],"YYYYQ")
mahoneypat
Employee
Employee

Does your model have a Date table?  If not, that is the best way to accomplish this.  Please see this article - https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

 

Once you have a Date table with a relationship to your initial table, you can just add the Quarter field to your table/matrix and your measure will automatically calculate that value.

 

If this works for you, please mark it as solution.  Kudos are appreciated too.  Please let me know if not.

Regards,

Pat





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