Condition based date range data loading based on month selection

[Anonymous]

Hi all,

              Creating a report using Postgresql DB.Table Visual data is loading using folllowing sample query. 

select column1,colum2,expiry_date,effective_date from table where expiry_date>='09/30/2022'
and expiry_date<'09/30/2023' and effective_date<='09/30/2022'.

Here for reference taken a sample query for the september month  data. But i will have  all month data as backup. Using  a month slicer here.

User will select a month from slicer .Suppose selected is october month means ,data should be take from expiry_date>='09/30/2022'
and expiry_date<'09/30/2023' and effective_date<='09/30/2022'.

Previous month date range data should be load in table visual.

Is it possible?

[Anonymous]

Using postgresql database creating a report in power bi.  Database select query contain some date conditions like below

Plcy_exp_date>='09/30/2022' and Plcy_exp_date<'09/30/2023' And "EFF_DATE"<='09/30/2022' .

So, I have slicer in report which having month values.If the user select a month ,it will load based on the date condition above.

Is there any way to do?

[Jayee]

Hi @Anonymous ,

You can pass the slicer value to database query by Dynamic parameters please check the documentation

https://learn.microsoft.com/en-us/power-bi/connect-data/desktop-dynamic-m-query-parameters

If this post helps, then please consider Accept it as the solution, Appreciate your Kudos!!

[v-easonf-msft · Accepted solution]

Hi, @Anonymous 

If you have a seperate Calendar table, you can put a measure to the table visual filter pane to filter data.

filter = 
VAR _date =
    EDATE ( MAX ( 'Calendar'[Date] ), -1 )
VAR a =
    IF (
        MAX ( 'Fact Table'[effective_date] ) <= _date
            && MAX ( 'Fact Table'[expiry_date] ) >= _date
            && MAX ( 'Fact Table'[expiry_date] ) < EDATE ( _date, 12 ),
        1,
        0
    )
RETURN
    IF ( ISFILTERED ( 'Calendar'[Date].[Month] ), a, 1 )

Please check my sample for more details.

Best Regards,
Community Support Team _ Eason
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[AllisonKennedy]

@Anonymous  You need a date filter table that's not related to your data at all. Add at least two columns for:

Month Name

End of Month Date

Then use this blog to apply a similar technique to your data: 

https://excelwithallison.blogspot.com/2021/08/categorical-date-slicer-in-power-bi.html