How to see if 2 date columns have the same year month

[simonandtony]

I am wanting to see which Policies have the same Date Cancelled (Year and Month) and a Date of loss (Year and Month)

[dk_dk · Accepted solution]

Hi @simonandtony 

You can create a calculated column:

Matching =

VAR cancelYear = YEAR(Table[DateCancelled_notime])

VAR cancelMonth = MONTH(Table[DateCancelled_notime])

VAR lossYear = YEAR(Table[DateOfLoss])

VAR lossMonth = MONTH(Table[DateOfLoss])

RETURN

IF(cancelYear = lossYear && cancelMonth = lossMonth, "Match", "No match")

[dharmendars007 · Accepted solution]

Hello @simonandtony , 

1. Go to the Modeling tab in Power BI and create two calculated columns:

For Datecancelled:

YearMonth_Cancelled = FORMAT([DateCancelled_notime], "YYYY-MM")

For Dateofloss

YearMonth_Loss = FORMAT([DateOfLoss], "YYYY-MM")

2. Create another calculated column to check if the YearMonth_Cancelled is equal to YearMonth_Loss:

SameYearMonth = IF([YearMonth_Cancelled] = [YearMonth_Loss], "Same Month", "Different Month")

3. Add this SameYearMonth column to your report to easily filter or identify policies where the cancellation and loss occurred in the same year and month.

If you find this helpful , please mark it as solution which will be helpful for others and Your Kudos/Likes 👍 are much appreciated!

Thank You

Dharmendar S

LinkedIN 

[dk_dk · Accepted solution]

Hi @simonandtony 

You can create a calculated column:

Matching =

VAR cancelYear = YEAR(Table[DateCancelled_notime])

VAR cancelMonth = MONTH(Table[DateCancelled_notime])

VAR lossYear = YEAR(Table[DateOfLoss])

VAR lossMonth = MONTH(Table[DateOfLoss])

RETURN

IF(cancelYear = lossYear && cancelMonth = lossMonth, "Match", "No match")