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DJBAJG's avatar
DJBAJG
Icon for Helper IV rankHelper IV
3 years ago
Solved

Creating a Prior Month Indicator Column - that works year over year

"that works year over year" - That's the trick

 

I've got one that works if the year is the same ie. I can get June 2022 if it's currently July 2022 but once it changes to January 2023 I can't get December 2022. I need a column on my date table and not a measure as I need to return month names for my visuals. I'm pretty sure PREVIOUSMONTH and DATEADD aren't going to work here but I'm happy if I’m wrong. I need it to be variable as well, meaning I can easily change to 2 month prior as well, ideally by simply changing a mathematical component.

 

Thanks!

 

Here's what I currently have.

 

Prior Month Column = IF(YEAR(TODAY()) = YEAR(Dates[Date]) && (MONTH(TODAY()) - 1) = MONTH(Dates[Date]), "Yes", "No")

Need Help
  • TomMartens's avatar
    TomMartens
    3 years ago

    Hey DJBAJG ,

    this DAX statement shows how to create a running month index column:

     

    calendar = 
var dateStart = DATE( 2022 , 1 , 1 )
 var dateEnd = DATE( 2023 , 12, 31 )
 return

 ADDCOLUMNS(
    CALENDAR(
        dateStart
        , dateEnd
    )
    , "runningMonthIndexCalendar"
        , var YearsNoOf = YEAR( [Date] ) - YEAR( dateStart )
        var MonthNoOf = MONTH( [Date] )
        return
        YearsNoOf * 12 + MonthNoOf
 )

     

    Here is a screenshot that shows that the index is incremented from December 2022 to January 2023.

    Using this index will help to get the previous month's name or will help to shift dates by months for more sophisticated date-related calculations.

    This adds a column to the calendar table that holds the prev month name:

    , "Year Month (prev)"
            , var eomprev = EOMONTH( [Date] , -1 )
            return
            FORMAT( eomprev , "YYYY MMM" )

    Another screenshot:

    Regards,
    Tom



2 Replies

  • TomMartens's avatar
    TomMartens
    Icon for Super User rankSuper User
    3 years ago

    Hey DJBAJG ,

    this DAX statement shows how to create a running month index column:

     

    calendar = 
var dateStart = DATE( 2022 , 1 , 1 )
 var dateEnd = DATE( 2023 , 12, 31 )
 return

 ADDCOLUMNS(
    CALENDAR(
        dateStart
        , dateEnd
    )
    , "runningMonthIndexCalendar"
        , var YearsNoOf = YEAR( [Date] ) - YEAR( dateStart )
        var MonthNoOf = MONTH( [Date] )
        return
        YearsNoOf * 12 + MonthNoOf
 )

     

    Here is a screenshot that shows that the index is incremented from December 2022 to January 2023.

    Using this index will help to get the previous month's name or will help to shift dates by months for more sophisticated date-related calculations.

    This adds a column to the calendar table that holds the prev month name:

    , "Year Month (prev)"
            , var eomprev = EOMONTH( [Date] , -1 )
            return
            FORMAT( eomprev , "YYYY MMM" )

    Another screenshot:

    Regards,
    Tom



    • DJBAJG's avatar
      DJBAJG
      Icon for Helper IV rankHelper IV
      3 years ago

      Hi Tom

       

      How would I go about incorporating this DAX into an existing calendar? I believe this builds a new calendar table from scratch with hard coded start and end dates. I'll need dynamic date capabilities as new data is added monthly.

       

      Thanks.

       

       

      Played around and got it to work.

       

      Here's how to add it to an existing calendar table:

       

      Running Month Index Column =
      VAR YearsNoOf = YEAR(Dates[Date]) - YEAR(MIN(Dates[Date]))
      VAR MonthNoOf = MONTH(Dates[Date])
      RETURN
      YearsNoOf * 12 + MonthNoOf
       
      Here's how to add a column indicating if the month is the prior month. This is what I needed for my application:
       
      Prior Month Column = IF(Dates[Running Month Index Column] = MAX(Dates[Running Month Index Column]) -1
      , "Yes", "No")