Calculated column for month selection - Current month, previous month, next month

[Anonymous]

I want to create a calculated column for my date dimension. I have another table where I have information regarding the current period. I have created already month selection as follow:

Month selection =

IF (

    DISTINCT ( 'CurrentPeriod'[CurrentPeriod] ) = 'Date'[Period],

    "Current month",

    IF (

        DISTINCT ( 'CurrentPeriod'[CurrentPeriod] )-1 = 'Date'[Period],

        "Previous month",

        BLANK ()

    )

    )

The problem is that the second if statement would not work during year change without an extra logic. I don't want to build an extra which check if the period is december or january. Could you please advice a proper solution?

[Greg_Deckler]

@Anonymous Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

[Anonymous]

Below are pictures the result what I'am looking for

Picture from Current period table

The relationship is already posted in the first message.

[Anonymous · Accepted solution]

Hi @Anonymous ,

I suggest you to try this code to create a calculated column.

Month selection =
VAR _PERVIOUS_MONTH =
    CALCULATE (
        MAX ( 'Date'[Period] ),
        FILTER (
            ALL ( 'Date' ),
            'Date'[Period] < DISTINCT ( 'CurrentPeriod'[CurrentPeriod] )
        )
    )
RETURN
    IF (
        DISTINCT ( 'CurrentPeriod'[CurrentPeriod] ) = 'Date'[Period],
        "Current month",
        IF ( 'Date'[Period] = _PERVIOUS_MONTH, "Previous month", BLANK () )
    )

Here I create a sample to have a test. The period in CurrentPeriod table is 202201, so the previous period should be 202112, we couldn't get it by CurrentPeriod -1.

Result is as below.

Best Regards,
Rico Zhou

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

[Anonymous]

I solved my problem by your help.