cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
bensiqc
Helper I
Helper I

Create Calculated Column for Relative Month

I'm having trouble building out a calculated column that essentially uses a nested if statement to determine whether a period is within the current complete month (last month), the previous complete month (two months ago), or anything else ("Other").

 

Relative Complete Month = 
if(and(BillingSummary_0000_V70[Accounting Period Month Number] = MONTH(today()-1),BillingSummary_0000_V70[Accounting Period Year] = YEAR(today())),"Current Complete Month",if(and(BillingSummary_0000_V70[Accounting Period Month Number] = MONTH(today()-2),BillingSummary_0000_V70[Accounting Period Year] = YEAR(today())),"Prior Complete Month","Other"))

When I use the above, everything appears under the month of May or "Other". I'd expect data for the "Current Complete Month" to be April and "Prior Complete Month" to be March.

 

FYI, I have an accounting period column in the data which is just a date. Accounting Period Year is a number, Accounting Period Month Number is also a number.

 

I have some limitations with being able to link to any other data sources. I realize a date table would simplify this but I don't think it should be necessary. Just not sure why I can't get this formula working.

 

1 ACCEPTED SOLUTION
Ahmedx
Solution Sage
Solution Sage

pls try this

 

Relative Complete Month = 
   VAR _toDay = TODAY()
   VAR _Last1month =  EOMONTH(_toDay,-1)
   VAR _Last2month =  EOMONTH(_toDay,-2)
RETURN
SWITCH( TRUE(),
      EOMONTH (BillingSummary_0000_V70[Accounting Period Date],0) = _Last1month , "Current Complete Month",
   
      EOMONTH (BillingSummary_0000_V70[Accounting Period Date],0) = _Last2month , "Prior Complete Month",

"Other" )

 

View solution in original post

2 REPLIES 2
Ahmedx
Solution Sage
Solution Sage

pls try this

 

Relative Complete Month = 
   VAR _toDay = TODAY()
   VAR _Last1month =  EOMONTH(_toDay,-1)
   VAR _Last2month =  EOMONTH(_toDay,-2)
RETURN
SWITCH( TRUE(),
      EOMONTH (BillingSummary_0000_V70[Accounting Period Date],0) = _Last1month , "Current Complete Month",
   
      EOMONTH (BillingSummary_0000_V70[Accounting Period Date],0) = _Last2month , "Prior Complete Month",

"Other" )

 

Exactly what I needed! Thank you!

Helpful resources

Announcements
PBI Sept Update Carousel

Power BI September 2023 Update

Take a look at the September 2023 Power BI update to learn more.

Learn Live

Learn Live: Event Series

Join Microsoft Reactor and learn from developers.

Dashboard in a day with date

Exclusive opportunity for Women!

Join us for a free, hands-on Microsoft workshop led by women trainers for women where you will learn how to build a Dashboard in a Day!

MPPC 2023 PBI Carousel

Power Platform Conference-Power BI and Fabric Sessions

Join us Oct 1 - 6 in Las Vegas for the Microsoft Power Platform Conference.

Top Solution Authors