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kritchensBMcD
Advocate II
Advocate II

Advanced Relative Date Filter to include Current Month and Next Months

Ran into an issue using the out the box relative date page/report filter in Power BI.

 

Problem: 

The Relative Date Filter when using the options  "Is in the Last" or "Is in the Next" X Number of months does not include the entire month even when including today. It will only include today's date and the X Months, 

 

Solution:

I created an IF statement that would rank the months based on the current month = 0 and assigning negative numbers for prior months and positive numbers for yet to come Months.

 

MonthRank = IF(SIGN(MONTH('Storeroom Materials'[Target Start Date].[Date]) - MONTH(TODAY())) = -1,5,MONTH('Storeroom Materials'[Target Start Date].[Date]) - MONTH(TODAY()))

In my case i needed to just see anything equal to the current month +4 Months and anything else negative I didnt want to have show up. So i needed to give negative numbers a number higher than my filter to allow for those dates to not show.

 

Then I used the filter Advanced filtering to filter with the number range I needed. This is dynamic enough where you will not need to change the filter each month as it will evaluate based on the current month. 

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