Auto identifying month

[dbrown2002]

Morning,

I have a report that provides various HR info, one of the reports is regarding leavers, my data is stored and connected via excel and at the minute anything where I want to see only this month's figure I have to go in and manually input the month to change the figure it picks up from Excel.

Is it possible to have this automatically done when I refresh the report, so it picks up what month we are in and updates the figure accordingly?

Thanks

[Syndicate_Admin]

Calculates the current year and month in variables within the measure
VAR vYear= Year(Now())
VAR vMonth= Month(Now())
In the filter section, add the two respective conditions.

For a next one, copy the formula into the question description so you can easily replicate it. Don't use an image.

[danextian · Accepted solution]

Hi @dbrown2002 ,

Add a month colum in your data either in DAX or M and use that to filter your visuals. Sample DAX calc column:

Month =
FORMAT ( 'table'[date], "mmmm" )

The above column will return text strings and will be sorted alphabetically. Create another calc column to sort your month column by

Month Sort =
MONTH ( 'table'[date] )

Please refer to this link for custom column sort - https://radacad.com/sort-by-column-in-power-bi