Carry over of data values into next month

[GA1993]

HI,

Is there a way to display the following items tagged as "In Progress" as carry over to the next months?

For example, when a user filters the month to November it shows all the items for the month and an additional item from October that was tagged as "In Progress".

[v-henryk-mstf · Accepted solution]

Hi @GA1993 ,

According to your description, try the following formula:

M_ =
VAR sel_month =
    SELECTEDVALUE ( Tab_cal[Col_month] )
VAR cur_date =
    CALCULATE ( MAX ( Tab_cal[Date] ), Tab_cal[Col_month] = sel_month )
VAR cur_data_mon =
    FORMAT ( cur_date, "yyyy-mm" )
VAR table_mon =
    FORMAT ( MAX ( 'Table'[Date] ), "yyyy-mm" )
RETURN
    IF (
        table_mon = cur_data_mon,
        1,
        IF (
            MAX ( 'Table'[Date] ) < cur_date
                && MAX ( 'Table'[Status] ) = "In Progress",
            1,
            0
        )
    )

If the problem is still not resolved, please provide detailed error information and let me know immediately. Looking forward to your reply.

Best Regards,
Henry

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

[VahidDM]

HI @GA1993 

Does your report have a table for each month or all data are in a same table? can you share a sample of your data in a text format to be able to copy and past that?

Appreciate your Kudos!!
LinkedIn: www.linkedin.com/in/vahid-dm/

[GA1993]

Hi. It is all in one table. Here is the sample text data below.

Date	Items	Status
01-Oct	A	Complete
02-Oct	B	In Progress
03-Oct	C	Complete
01-Nov	D	In Progress
02-Nov	E	In Progress
03-Nov	F	In Progress
01-Dec	G	Complete
02-Dec	H	Complete
03-Dec	I	In Progress

I am hoping that in the Report/Visuals feature of PowerBI this can be filtered based on the selected filters by the user. I hope that makes sense.