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nirvana_moksh Established Member
Established Member

Value of Last Month of Every Quarter

Hello All,

 

I have been struggling with this for the past couple hours, I thought I had it till I realized I did not. What I am trying to achieve is to grab the value from the last month of every quarter and display only that in a chart, instead right now my SUM(Balance) shows the sum of all months within that Quartr. My data is like below:

 

QUARTERSYEAR.MONTHBALANCE
2017-Qtr 42017-December7000
2018-Qtr 22018-April2000
2018-Qtr 32018-August100
2018-Qtr 12018-February1000
2018-Qtr 12018-January1000
2018-Qtr 32018-July100
2018-Qtr 22018-June2000
2018-Qtr 12018-March9000
2018-Qtr 22018-May4100
2018-Qtr 32018-September500

 

And I want the end result to be:

 

QUARTERSBALANCE
2017-Qtr 47000
2018-Qtr 19000
2018-Qtr 24100
2018-Qtr 3

500

 

I tried using ENDOFQUARTER but that did not return my intended result.

 

Thank You

1 ACCEPTED SOLUTION

Accepted Solutions
nirvana_moksh Established Member
Established Member

Re: Value of Last Month of Every Quarter

I think I figured it out by using CALCULATE(SUM(BALANCE), ENDOFQUARTER(DATE)). let me know if someone else handles it better and in a different manner.

 

Thanks!

View solution in original post

3 REPLIES 3
nirvana_moksh Established Member
Established Member

Re: Value of Last Month of Every Quarter

I think I figured it out by using CALCULATE(SUM(BALANCE), ENDOFQUARTER(DATE)). let me know if someone else handles it better and in a different manner.

 

Thanks!

View solution in original post

Community Support Team
Community Support Team

Re: Value of Last Month of Every Quarter

Hi @nirvana_moksh,

 

By my research, I'm afraid your formula should be the most simple. 

 

Best Regards,

Cherry

Community Support Team _ Cherry Gao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
nirvana_moksh Established Member
Established Member

Re: Value of Last Month of Every Quarter

Thank you for confirming!

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