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simonandtony
Regular Visitor

Rolling "in this month" calculation

I have an operations dashboard that displays data for the current month and year-to-date (YTD). On the current month side, all my visuals use a relative date filter to show items from "this month."

The data is updated daily, with the SQL build providing data up to the previous day (today -1).

The issue arises at the start of a new month—on the 1st, the reports appear blank because the filter is trying to include today's data, which isn't yet available.

How can I ensure that my "current month" visuals continue to display the full month's data without going blank on the first day?


PBI date error.JPG

 

1 ACCEPTED SOLUTION
v-kongfanf-msft
Community Support
Community Support

Hi @simonandtony ,

 

Maybe you can try formula like below:

CurrentMonthData = 
VAR TodayDate =
    TODAY ()
VAR StartOfMonth_ =
    DATE ( YEAR ( TodayDate ), MONTH ( TodayDate ), 1 )
VAR EndOfMonth_ =
    EOMONTH ( TodayDate, 0 )
RETURN
    CALCULATE (
        SUM ( 'Table'[Amount] ),
        'Table'[OrderDate] >= StartOfMonth_
            && 'Table'[OrderDate] <= EndOfMonth_ - 1
    )

vkongfanfmsft_0-1727854529137.png

 

Best Regards,
Adamk Kong

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

2 REPLIES 2
v-kongfanf-msft
Community Support
Community Support

Hi @simonandtony ,

 

Maybe you can try formula like below:

CurrentMonthData = 
VAR TodayDate =
    TODAY ()
VAR StartOfMonth_ =
    DATE ( YEAR ( TodayDate ), MONTH ( TodayDate ), 1 )
VAR EndOfMonth_ =
    EOMONTH ( TodayDate, 0 )
RETURN
    CALCULATE (
        SUM ( 'Table'[Amount] ),
        'Table'[OrderDate] >= StartOfMonth_
            && 'Table'[OrderDate] <= EndOfMonth_ - 1
    )

vkongfanfmsft_0-1727854529137.png

 

Best Regards,
Adamk Kong

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

dharmendars007
Memorable Member
Memorable Member

Hello @simonandtony , 

 

Try the below measure y replacing your measures which you have created..

 

CurrentMonthData =
IF(
DAY(TODAY()) = 1,
CALCULATE([YourMeasure], DATESINPERIOD('Date'[Date], TODAY(), -1, MONTH)),[YourMeasure])

 

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 

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