powerbi - Filter Dates which are NOT in current month using power Query - Stack Overflow Filter Dates which are NOT in current month using power Query Ask Question Asked 4 years, 5 months ago Modified 2 years, 8 months ago Viewed 5k times 0 in power bi's query editor, i needed a date column to be split into two more columns. I have end up with this solution and it works for me at any given time 5) Now create a bar chart with MonthYear on Axis and Sales (last n months) on the values, as shown below. For example, in our dataset we have an Order Date and Amount: Lets expand our Order Date filter. My question then is in which moment were getting some filtering on MaxFactDate so that this piece of code: RE: Exclude current and previous month 0 Recommend It is so simple, yet so frustrating to those in time zones prior to UTC. Sum of Sale 1200 1400 1000 2000 310, Quarter end date Sep 19 This solution worked for me after I downloaded the example and played with it. rev2023.3.3.43278. Thank you for this. With the relative date slicer or relative date filter, you can apply time-based filters to any date column in your data model. 4) The main step for this technique is create a measure that will display the sum of sales for the last N months. It's amazing that this cannot be done in 2021. Any idea how I can make my X axis dynamic like yours here? 1 Ill use this formula for our Total Sales to demonstrate it. i got everything to work perfectly, only one question, how do i create a measure to show the last year figures, I.E if we select say 3 Months, and choose Feb 20, then we show Feb 20, Jan 20, Dec 19 and i a column next to Feb 20, show Feb 19 and so forth, Hi, great article. 2/5. We set up a simple file to try all the ideas we had and found on the web. Check out the latest Community Blog from the community! you can do that with adding offset columns into your date table, and use those in a slicer. Lets check it out in this short article. Reza. I'm sure you may have used this feature many times before and find it very valuable - but it doesn't always meet business requirements, especially when the relative date filtering is based on when the previous month-end process is completed. Below is my solution and instructions on how you can do the same. If you have a filter on visual, or page, or all the pages, with a Date field, you can change the filter type to be Relative Date. Power BI REST API; What it is and Why it is Important, Build Your Own Power BI Audit Log; Usage Metrics Across the Entire Tenant. Suppose I choose February 2017 and the n value is -3. then the chart should show for Dec 2016(Dec 2015),Jan 2017(Jan 2016) and Feb 2017(Feb 2016) in the chronological order but its not happening.The months mentioned in the brackets are for same period last year. 6. RETURN The above slicer, is getting the last three months of data from 5th of Feb 2020 to 4th of May 2020. Do you have any idea what is wrong? Therefore, using the month field with the relative date filter worked. Many times when you showcase time comparison information, you want to show some results versus the previous month or the same month the previous year. I explained a solution for the relative date slicer considering the local timezone here. Hi SqlJason, Youre offline. So it has to be manually done and this adds a level of complexity when deploying solutions. I want to see all the results of the current month + all data of the past 12 months. @schoden , I am confused. kindly revert. ENDOFMONTH(Date'[Date] ) get the last day of the month selected in the date filter Use M function -https://docs.microsoft.com/en-us/powerquery-m/date-fromtext, Or use left,right,mid and date if it 20200131, date(year(left(date,4)),month(mid(date,5,2)),day(right(date,2)), Whatif should work like this. Select the Slicer visualization type. We need to blank out this number if it's greater than this date. One as "In current month" and the other one is "Not in current month", for "In current month" i used Date.IsInCurrentMonth, now i need the same for "Not in Current Month". I thought is there a way to use the relative date feature, but still allow my users to have access to the months outside of the rolling 13 months? We are having issues with the fact that the relative date slicer works on UTC time in PBI Service, so (in Australia AEST) we are not seeing the current days date until 10am. I am having the same problem. This trick was based on a specific business requirement. Seems lots of demand for this fix with over 400 votes: Is there a way, we can create ytd, 30, 60, 90 sales revenue data for this year, and compare it with previous year. Since we wanted to go from sales previous year to sales previous year quarter to date, we simply need to replace the Total Sales inside our Sales QTD formula to previous year (Sales PY) to get our Sales PY QTD. I hope the author is still checking this (or someone). https://screencast-o-matic.com/watch/cY6XYnK9Tt. This is a very simple way to filter your report for things such as last week, last month, last three months, etc. If so I should ask for Tomorrow's orders to see today's, otherwise I can ask for Today's orders to see today's". This is a significant issue for timezones that are UTC+ (like Australia) that mean the relative date filtering is useless and confusing for end-users. He helps individuals and organizations develop data driven cultures and create enterprise value by delivering business intelligence training and education on Microsofts Power BI platform. However neither DATEADD or FILTER seem to yield what I need for years 2019 and 2018. Cheers Dashboard Sharing and Manage Permissions in Power BI; Simple, but Useful? Cheers All we have to do is jump to our Sales PY QTD and wrap some IF logic around it like so. Prevent YTD, QTD, MTD Results Extending Forward In Power BI, Time Comparison For Non Standard Date Tables In Power BI, Calculate Financial Year To Date (FYTD) Sales In Power BI Using DAX, Show Results Up To Current Date Or A Specific Date In Power BI Enterprise DNA, Sorting Date Table Columns In Power BI | Enterprise DNA, Power BI Tips & Tricks: Retrieve Previous Value Excluding Weekends & Holidays, Date Table In Power BI - New And Fastest Way To Create It, Preventing Year To Date Results From Projecting Forward | Enterprise DNA, New Course: Power Query/M Nested Structures, Brand New Course: Introduction to Statistics for Data Analysts. DATESINPERIOD(Date'[Date],MAX(Date'[Date]),[NValue],MONTH) What is a word for the arcane equivalent of a monastery? 2023 Some Random Thoughts. With relative date filter. or even future (if you have that data in your dataset). Is there anyway to do this with something other than a date ie a product type in a column chart? for e.g. ). I did notice one odd behavior worth mentioning: 1. So Im going to show you how you can show the true like for like comparison. Insights and Strategies from the Enterprise DNA Blog. while calculating YTD % as in May, the value of n should be 5-3 = 2 (2nd from Apr) You have sales quarter-to-date or it could be month-to-date or year-to-date, and then youre looking at the entire number for the previous year. The age of this ticket does not give me hope that Microsoft Power BI team cares much about the "other" half of the world - let's hope I'm wrong. in power bi's query editor, i needed a date column to be split into two more columns. and to make it bulletproof and definitely sort out ambiguity, you could do this: Keep up to date with current events and community announcements in the Power Apps community. Hi Carl, Im from Australia. Yep so we're now 3 years on and this bug (yes its a bug, not an issue) is still not fixed? LASTDATE ( Calendar[Date] ) You can filter your data to be in the past, future, or current using the first drop down of this slicer; You can use this switch to create a report of the current year, month, week, etc. Keeping in mind that if we selected a particular day ( yesterday) it should compare information for yesterday last year. If I hardcode in a name (mine or other users), the table works perfectly with the date filter. Why am I not getting month number as 1, 2, 3, 4 or -1, -2, -3 beyound or before Current month 0. Regarding the delegation issues, try to define context variable, like this: UpdateContext({myDate:Date(Year(Today()),Month(Today(),1)}); UpdateContext({userName:User().FullName}), Filter(yourList,Date=myDate && userName='Created By'.DisplayName). Is it really possible that everybody's reports using relative date of today, or any Today () or Now () has never worked properly unless they reside in UTC time zone? A place where magic is studied and practiced? CALCULATE ( MAX ( Sales[Date] ), ALL ( Date ) ) ignore the selected date filter, and find the max of date in Sales table Hoping you find this useful. I have tried several things already including the following: CALCULATE (SUM (Amount),Date [Date]<FIRSTDATE (PREVIOUSMONTH (Date [Date]))) Can anyone help me with this problem? Cheers Year&month= (year)*100+monthno. This logic is saying, if the last date is greater than today then make that equal to blank; if not then equal to the result, and thats going to do the work. Very well written! There doesn't seem to be anything wrong with your formula, except for delegation issues. In the table below, we see that this is exactly today, 20th of October. I get only a single column, but that column shows the correct number of items for the number of previous months selected, Figures I spend a day searching for a solution, only to discover answer after I post a question I didnt know about What If Parameter used to create the slicer Im good to go now. https://nablerin-my.sharepoint.com/personal/akhil_j_nabler_com/_layouts/15/onedrive.aspx?id=%2Fpersonal%2Fakhil_j_nabler_com%2FDocuments%2FLNRS%20Data%2FMOM%2Epbix&parent=%2Fpersonal%2Fakhil_j_nabler_com%2FDocuments%2FLNRS%20Data&slrid=32d1a59e-6010-7000-3bee-ff3004f06ea5 . IF YOU WOULD LIKE TO SEE HOW I BUILD APPS, OR FIND SOMETHING USEFUL READING MY BLOG, I WOULD REALLY APPRECIATE YOU SUBSCRIBING TO MY YOUTUBE CHANNEL. The solution you provided really helps me lot. Get Help with Power BI; Desktop; Relative Date Filter; Reply. Can you please help me? I am aware that it is able to reflect the past month but the goal is to just reflect current month to date. Your email address will not be published. Did you ever solve this? No where near as good as having the relative date slicer working for NZDT. All I needed to do was select "is in this" + select dropdown "month". (Financial year considered as Apr to Mar), https://community.powerbi.com/t5/Desktop/How-to-define-the-measure-which-uses-the-evaluation-context/m-p/529743#M248186. THANK YOU, AND LET'S KEEP LEARNING TOGETHER. Hi, How do you create the N? This is a very simple type of slicer to use, but very effective in terms of options that it provides for the user to slice and dice the data. Can you check if this is true? If I do one condition at a time, the table populates. Is there any way to project last year values against current years months (Related Month of Current Year) in axis. Hello there, thank you for posting your query onto our blogpost. Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. Thanks for contributing an answer to Stack Overflow! Power Platform and Dynamics 365 Integrations. https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/35610880-fix-releative-date-slicer-utc-issue. To show the true Power BI month-to-date, quarter-to-date, or year-to-date time comparisons, we need to get rid of or blank out the numbers that are past today or where they sit in the current context. But it does not work with 2 conditions. This date table includes every date from 2016-2025. Everything you need to know about Power BI: news, resources, and a community of super users ready to answer questions! Are you sure that there are items in the list that simultaneously meet those conditions? Create an account to follow your favorite communities and start taking part in conversations. 6 Do you have the same problem? If you choose Months (Calendar), then the period always consider full calendar months. A great place where you can stay up to date with community calls and interact with the speakers. Relative date filter to include current month + la Winner-Topper-on-Map-How-to-Color-States-on-a-Map-with-Winners, HR-Analytics-Active-Employee-Hire-and-Termination-trend, Power-BI-Working-with-Non-Standard-Time-Periods, Microsoft Power BI Learning Resources, 2023, Learn Power BI - Full Course with Dec-2022, with Window, Index, Offset, 100+ Topics, Formatted Profit and Loss Statement with empty lines, https://docs.microsoft.com/en-us/powerquery-m/date-fromtext, How to Get Your Question Answered Quickly. Such a pain to have to always create custom formulas to get around this issue. In the Service the dates are based on UTC time, we use reports which are built into dashboards to review the last 24 hrs, week, month etc. ignores any filter on dates so basically it should always return the latest date in Sales Table. I ran through how you can effectively change your visualizations to illustrate the information in your Power BI reports in a compelling way. 2. I do have more columns in my Date Dimension, but I only want to show the ones necessary for this example. You are here: interview questions aurora; . It would be really nice if you can show your trick in a video so its easier to follow the steps. Note that we are ignoring the date filter, only respect the date in Fact, Click to share on Twitter (Opens in new window), Click to share on LinkedIn (Opens in new window), Click to share on Facebook (Opens in new window), https://drive.google.com/file/d/10VJRgqhfm60g2lkpgxw59w8ieyjrj7nQ/view?usp=sharing, http://community.powerbi.com/t5/Desktop/Show-sales-for-last-X-months-and-Same-Period-Last-Year/m-p/450197#M208415, https://nablerin-my.sharepoint.com/personal/akhil_j_nabler_com/_layouts/15/onedrive.aspx?id=%2Fpersonal%2Fakhil_j_nabler_com%2FDocuments%2FLNRS%20Data%2FMOM%2Epbix&parent=%2Fpersonal%2Fakhil_j_nabler_com%2FDocuments%2FLNRS%20Data&slrid=32d1a59e-6010-7000-3bee-ff3004f06ea5. Can it be adapted to the following desired logic: based on a month selected in a slicer, calculate the sum for a three-month period starting 15 months ago and ending 12 months agosomething like: mTotalSalesBetween15Mo&12MoAgo:=CALCULATE([mTotalSales], DATESBETWEEN(-15,-12, MONTH)), @Owen Auger, Thank you for making it simple. . 6/5. The same option is available for the Relative Date Slicer, in the Date Range property of the slicer. Why are physically impossible and logically impossible concepts considered separate in terms of probability? can you not add an additional filter of is in this month and keep your existing filter of is in the last 1 months. Instead of last n months I need to show last n quarters (which I have already created using above calculations). Choosing the type of slicer is in the slicer header, so if you cant see this option, better to check and see if your Slicer Header property is On. The delegation error is saying "the formula might not work correctly on large data sets". (Creating the what if parameter).But, couldnt able to get the MOM. Excellent article Man . So at that point, you are just checking if the Sales[Date] on the axis is between the last n Months of Date[Date]. While researching this problem, I found solutions which pointed to using the relative date feature which works. This is a read only version of the page. This site uses Akismet to reduce spam. Which is a better approach? It is Friday, and I thought of writing a quick tip on how you can use the same date dimension for displaying the last N months (say, in a bar chart) and the data for selected month (say, in a card visual). How would that change your dax formulas? And what precisely is the difference between the three formulas you provided? 4 Find out more about the online and in person events happening in March! Making statements based on opinion; back them up with references or personal experience. But it does not work with 2 conditions. But if you add the same month field to the filter pane, it will now show Oct 2019 Oct 2020. I was wandering if we can use the same logic for weeks. We can see Relative date filtering as an option: Expanding Show items when the value we can see the options is in the last, is in this, is in the next: If we select is in the last, we can see we can enter a number, then select days, weeks, calendar weeks, months, calendar months, years and calendar years: We can also set to the current day . Hoping you find this useful and meets your requirements that youve been looking for. 5/5. 3/5. you can use a what-if parameter if you want to make that 12-month flexiable. Reza. $100 | $92 | $75 | $110, I can get 2021 with std TotalYTD or Calculate(Sum( expression, filter) Solution. 2) Create 3 measures as shown below, and then add those 3 measures in the report along with a month slicer as shown below. To show the true Power BI month-to-date, quarter-to-date, or year-to-date time comparisons, we need to get rid of or blank out the numbers that are past today or where they sit in the current context. I only needed my data to be shown at the month level. The DATEDIFF in the column is specified as MONTH still I am getting Days, @schoden , I am assuming that is a column and you are aggregating it visual, Measure = datediff(Min(Date[Date]) , Today(), Month), Measure = datediff(Max(Date[Date]) , Today(), Month). So for instance, were now in quarter 4 and were only going to have information up to the last twenty days because in this example its the 20th of October. Find centralized, trusted content and collaborate around the technologies you use most. When I replace the date with the product type the chart goes blank. BS LTD = CALCULATE ( [DrCr], Using a relative date filter last calendar month to produce the August sales report in early September: When updating the PowerPoint presentation or Word document in October (one month later) with the September results, the filter will be for the last calendar month, which is now September 1st to September 30th Hi, I really loved this and appreciate it. THANKS FOR READING. I assume it might be a case sensitive issue. Power Platform Integration - Better Together! For example, you can choose the last few period, but selecting Last, the number of periods you want to have included in your filter, and then selecting the period. Having relative date reports that "clock-over to today" in the middle of the morning (e.g. Historical information is usually projected for the entire month. In the Filter Type field, select Relative Date. This is great info. View all posts by Sam McKay, CFA. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. Place it in the chart as shown below. my colums are sorted either in alphabetical order or in sales amount. Connect and share knowledge within a single location that is structured and easy to search. Asking for help, clarification, or responding to other answers. Privacy Policy. 1) For the purpose of this post, I am using a very simple model a Sales table (with just Date and Sales) and a Date table. 5. I played with this feature and was able to come up with a trick. I will be greatful if you can help me with it. But here the sorting happens in this way.Dec 2015, Jan 2016,Feb 2016,Dec 2016,Jan 2017 and Feb 2017. A measure was created that will correctly identify this but I plan on using a blank button to activate a bookmark which will trigger a table to filter to the Current Month to Date. Power BI Publish to Web Questions Answered. MaxFactDate <= MAX ( Date'[Date] ) Filter ('Table Name', Date = Date (Year (Today ()), Month (Today ()), 1) && User ().FullName ='Created By'.DisplayName) If I do one condition at a time, the table populates. 2 nd field - 13. Relative date filtering in a Power BI report is very simple using the Relative Date Slicer or Relative Date Filter, it gives you options to go back and forth on the selected period range from an anchor date with some extra options. Calendar[Date], I'd like to find out more details. I have tried it but the months are not filtered ? We want to highlight only a certain period, so we need to implement some logic to enable us to do that. You can filter on dates in the future, the past, as well as the current day/week/month/year. This would mean introducing this formula to all the measures that i would like to filter this way, right? In the Filter Pane, go to the Month Filter. If you are using a date slicer in your Power BI report, a relative date slicer is one of the options to consider for sure. How to organize workspaces in a Power BI environment? Please let me know if this works for you, and if you currently implementing another solution to the problem! ***** Related Links *****Prevent YTD, QTD, MTD Results Extending Forward In Power BITime Comparison For Non Standard Date Tables In Power BICalculate Financial Year To Date (FYTD) Sales In Power BI Using DAX. Is it possible to use the Relative Date Filter to reflect Current Month to Date? How would i go about using the date axis here? Ive been trying to follow your instructions along with the demo version, however I cannot get either of the below to work as it will not bring up the table/column to link to and gives me the error The column Date[MonthofYear] either doesnt exist or doesnt have a relationship to any table available in the current context.

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