Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Turning Formula Dynamic

I have this formula and table;

The formula works as intended as long as I hard code the Month & Year as you can see in the formula. I'm trying to set it up so it always looks back two months from the current month, sums the revenue for that month and returns the total. How can I achieve this? I don't want to have to keep updating the hardcoded date each month. Thanks!

  • Hi Anonymous,

     

    Try the formula below please.

    January Revenue =
    CALCULATE (
        SUM ( 'Client Revenue'[Revenue_Amount__c] ) * 12,
        FILTER (
            'Client Revenue',
            'Client Revenue'[Month & Year] = FORMAT ( EDATE ( TODAY (), -2 ), "mm-yyyy" )
        )
    )

    Best Regards,

    Dale

6 Replies

  • jcarville's avatar
    jcarville
    Skilled Sharer

    You could use the DateTime function so it would be something along these lines in place of your hard coded bit:

    DateTime.Date(DateTime.LocalNow()-2)

     

    Not 100% if the -2 is in the correct place, or if it will go back 2 months or 2 days but it is something to look into. There are a lot of resources on the forum/web for DateTime functions looking back.

    • Anonymous's avatar
      Anonymous
      Not applicable

      jcarville How would I incorporate that into my formula?

      • jcarville's avatar
        jcarville
        Skilled Sharer

        Anonymous, apologies, I thought you were using M but can see you are using DAX. My bad!