Converting Year-to-date values to Quarterley

Hello @123kerrod,

Thank You for posting your query onto the Forum.

If you want to convert your values from Year-To-Date to Quarterly than you can use the DATESQTD or TOTALQTD functions. Also if you’re looking to fix the incorrect totals than I’m providing a link below which was created by one of our expert member @Greg onto this topic.

If this doesn’t solve your problem than please provide the working PBIX file for the reference so that our members of the forum can assist you in a better and efficient manner. If your data contains the sensitive information than you can also mask the sensitive data. Below is the link provided about how to mask the sensitive data.

Thanks and Warm Regards,
Harsh