Sum of value in the year from quaretr (periods)

@Marcin Kozera​ Another approach would be to use level of detail (LOD) calculation to return the whole year of sales when [periods] = 'this year'

MIN(
 
IF DATETRUNC("quarter",[Order Date])=DATETRUNC("quarter",TODAY()) 
THEN {FIXED DATETRUNC("quarter",[Order Date]) : SUM([Sales])}
 
ELSEIF  DATETRUNC("year",[Order Date])=DATETRUNC("year",TODAY()) 
THEN { FIXED DATETRUNC("year",[Order Date]) : SUM( [Sales])}
 
END
)

A couple of things I'll point out here: It wasn't necessary to use a FIXED expression to return the whole quarter of sales; However LODs aggregate differently inside of an IF THEN statement, so for simplicity I have converted all output into LODs and then wrapped the whole calculation in MIN(). If you haven't worked with LODs before, I recommend checking out How Level of Detail Expressions Work in Tableau

Also note, I added the [Product Name] filter to context per Calculations with Fixed Expression Return Unexpected Results When Filtered

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Hope this helps :)

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