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Rohini's avatar
Rohini
Icon for Helper I rankHelper I
6 years ago
Solved

Power Query Editor - Current Month Issue

Reporting values during a current month requires pulling data pertaining to previous month i.e., during March, I need to extract data from the field [Feb 2020], in April, I need to extract data from ...
  • az38's avatar
    az38
    6 years ago

    Hi Rohini 

    for Power Query use Date.Month(DateTime.LocalNow()) function

    like

    = if Date.Month(DateTime.LocalNow())=3 
then [Feb 2020]
else if Date.Month(DateTime.LocalNow())=4
then [Mar 2020]
else "999999999"
amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
6 years ago

This seems like DAX to me. Are looking for M code ?

https://docs.microsoft.com/en-us/powerquery-m/datetime-localnow

https://docs.microsoft.com/en-us/powerquery-m/date-month

https://docs.microsoft.com/en-us/powerquery-m/date-year

 

In DAX we could have used these with date calendar

 

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
last year MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,MONTH))))
last year MTD Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))
trailing Month= CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Month))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/