Exclude current month

[Oros]

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.

[manvishah17 · Accepted solution]

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!

[johnbasha33 · Accepted solution]

@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
)
)
)

Did I answer your question? Mark my post as a solution! Appreciate your Kudos !!

[Oros]

Hi @johnbasha33 ,

Thanks for helping.  Your solution works as well!

[manvishah17 · Accepted solution]

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!

[Oros]

Hi @manvishah17,

It works!!! Thanks a lot!