topic Re: Exclude current month in DAX Commands and Tips

Exclude current month

Oros — Mon, 17 Jun 2024 00:20:58 GMT

Hello,

I have a monthly sales data in the last 3 years. I would like to create line chart that shows monthly sales in the last 3 years.

What would be the measure to exclude the current month, or to exclude if the month is still not finished? Thanks.

For example, for the 2024, since June is still not finished, the 2024 chart line should stop in the month of May.

Re: Exclude current month

manvishah17 — Mon, 17 Jun 2024 04:58:50 GMT

Hi Oros ,
You just nned to apply filter in your DAX Measure

Sales_Excluding_Current_Month = VAR CurrentMonth = MONTH(TODAY()) VAR CurrentYear = YEAR(TODAY()) RETURN CALCULATE( SUM(Sales[SalesAmount]), FILTER( Sales, YEAR(Sales[Date]) < CurrentYear || (YEAR(Sales[Date]) = CurrentYear && MONTH(Sales[Date]) < CurrentMonth) ) )

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

Re: Exclude current month

johnbasha33 — Mon, 17 Jun 2024 10:25:41 GMT

Oros
you should use a date table/Calender table and use the measure below.

Total Sales =
VAR CurrentMonth = MAX('Date'[Date])
VAR LastMonth = CALCULATE(MAX('Date'[Date]), ALL('Date'))
RETURN
IF(
CurrentMonth = LastMonth,
BLANK(), -- Exclude current month if it's the last available month
CALCULATE(
SUM('Sales'[SalesAmount]),
FILTER(
ALL('Date'),
'Date'[Date] <= LastMonth -- Include months up to the last completed month
)
)
)

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Re: Exclude current month

Oros — Mon, 17 Jun 2024 11:58:57 GMT

Hi manvishah17,

It works!!! Thanks a lot!

Re: Exclude current month

Oros — Mon, 17 Jun 2024 11:59:37 GMT

Hi johnbasha33 ,

Thanks for helping. Your solution works as well!