Pulling a previous-quarter average for income statement only

[DWig]

Hello again. I'm looking to create a measure that gives me the previous quarter's average general ledger activity for income statement accounts only (account 3000 and higher).

I managed to get the average activity, but it's not excluding the balance sheet accounts (account 1000-2999) when I apply a filter. I'm a little confused, because it actually doesn't seem to have any effect at all. It seems like if I built this incorrectly, it would cause an error.

This is my equation:

=(calculate([MonthlyActivity],PREVIOUSQUARTER(FinancialPeriod[FinancialPeriod]),GLAccounts[GLAccount_Code]>=3000)/3)

The reason I want to exclude the balance sheet is so I can look at the average amounts for net income (sum total of all income statement activity) and use that as a sanity check.

If possible, I'd also like to incorporate a TODAY() piece so it automatically updates itself once a quarter, rather than having to feed it a date.

 

[DWig]

I forgot to explain: MonthlyActivity is another measure that's just (sum([Debit])-sum([Credit]))

 

[DWig]

I figured out the first piece. The comparative GL account "3000" needed to be in quotes. That makes the base function work. Still working on the TODAY() piece.

 

[DWig]

I figured out the second piece. All the financial periods in our GL software use the 1st of the month as the standard date for the financial period (hence, why the date value is 1 rather than a third TODAY function).

Final code is this:

=(calculate((sum([Debit])-sum([Credit])),PREVIOUSQUARTER(filter(all(FinancialPeriod[FinancialPeriod]),FinancialPeriod[FinancialPeriod]=date(year(today()),month(today()),1))),GLAccounts[GLAccount_Code]>="3000")/3)