topic Re: Trying to display the latest month's data/visual only in DAX Commands and Tips

Trying to display the latest month's data/visual only

JustinDoh1 — Thu, 04 Jul 2024 19:04:14 GMT

I have a visual that has been manually published on a monthly basis.

Now, I am trying to dynamically display only the latest month's visual/data.

I have researched little bit, and I found a way to create another slicer like this (from this post )

Lastest Date Slicer = IF(Table[Date] = MAX(Table[Date]),LASTDATE(Table[Date]))

What I am trying to do is, whenever report gets refreshed daily now, I would like this report to be refreshed to latest "Processing Date".

The bottom demo shows that I have "Latest Date Slicer" added.

What I am trying to understand is, if I schedule my report to be refreshed daily, would it automatically show the latest month's data?

How does placing the "Latest Date Slicer" in the visual make the whole visual stay with the latest data?

I am trying to understand how this slicer (Latest Date Slicer) would impact.

And also, is there another approach rather using this "Latest Date Slicer" to make the visual showing the latest month?

Re: Trying to display the latest month's data/visual only

aduguid — Fri, 05 Jul 2024 02:39:04 GMT

I ran into this same issue. I created a DAX query and then relating it back to the original table. After that change your slicer to use "Processing_Date_Label" and set it to "Latest Date". Then you'll always get the latest month.

Processing Month = DISTINCT(SELECTCOLUMNS ( 'Table', "Processing_Date", 'Table'[Processing_Date], "Processing_Date_Label", IF('Table'[Processing_Date] = MAX('Table'[Processing_Date]), "Latest Month", FORMAT('Table'[Processing_Date], "MMM-yyyy") )))

Re: Trying to display the latest month's data/visual only

JustinDoh1 — Fri, 05 Jul 2024 22:10:49 GMT

aduguid Thank you for your post. The code you have indicated, is this measure or column?

I got this error message saying "multiple columns cannot be converted to a scalar value."

(Sorry for weird table name, I tried to rename it, but I was not able to).

Re: Trying to display the latest month's data/visual only

aduguid — Sat, 06 Jul 2024 02:05:42 GMT

It's a DAX table/query

I probably should have named it a bit better

Processing Month Table = DISTINCT(SELECTCOLUMNS ( 'Table', "Processing_Date", 'Table'[Processing_Date], "Processing_Date_Label", IF('Table'[Processing_Date] = MAX('Table'[Processing_Date]), "Latest Month", FORMAT('Table'[Processing_Date], "MMM-yyyy") )))

Re: Trying to display the latest month's data/visual only

JustinDoh1 — Tue, 09 Jul 2024 20:02:19 GMT

aduguid

Thank you for your kind explanation and your table that lists "Latest Month".

But, I am still trying to understand by using your table, how does it trigger to stay the visual at the latest month.

I have uploaded my latest PBI file for your reference.

I see the previous slicer that I has the "Latest Date Slicer" only has one option, but when I applied to visual, I do not have an option to choose previous months (they are not available), so I think it is a problem.

How do I make the visual to select the latest month whenever it refreshes (daily), but still have an option to choose previous months?

Thanks.