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rahulmenon
Frequent Visitor

Creating calculated column to understand - "Current Month", "Previous Month", and "Others"

Hi All,

 

I need a help on the below.

I want to create a calculated column in my Power BI report which shows values as "Current Month", "Previous Month", and "Others", based on the Date column in the same table/report.

 

Current month should be the Max of month available in the date column. Hence not necessarily based on actual calendar dates. 

 

If that is not possible, I am okay to have two different column, one for "Current Month" which shows test "CM" for current month dates, and rest all "Others", and another column which shows "PM" for Previous month (CM-1) and all other values "Other".

 

Please can someone help me to achieve this?

1 ACCEPTED SOLUTION
v-jialongy-msft
Community Support
Community Support

@Greg_Deckler  thanks for your concern about this case. I tried to create a sample data myself based on the user's requirement and implemented the result. Here is my solution:

 

First, I created the following date table.

vjialongymsft_0-1712715658454.png

Then you can try the following dax:

 

Measure = 
VAR _max = CALCULATE(MONTH(MAX('Table'[Date])),FILTER(ALL('Table'),'Table'[Date]))
RETURN
IF(MONTH(SELECTEDVALUE('Table'[Date]))=_max,"current",IF(MONTH(SELECTEDVALUE('Table'[Date]))+1 = _max,"last","other"))

 

 

This is the result:

vjialongymsft_1-1712715845514.png

 

@rahulmenon , if this sample data is structurally different from the one you are using, please do not hesitate to mention it and I will modify it!

 

 

 

Best Regards,

Jayleny

 

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

View solution in original post

2 REPLIES 2
v-jialongy-msft
Community Support
Community Support

@Greg_Deckler  thanks for your concern about this case. I tried to create a sample data myself based on the user's requirement and implemented the result. Here is my solution:

 

First, I created the following date table.

vjialongymsft_0-1712715658454.png

Then you can try the following dax:

 

Measure = 
VAR _max = CALCULATE(MONTH(MAX('Table'[Date])),FILTER(ALL('Table'),'Table'[Date]))
RETURN
IF(MONTH(SELECTEDVALUE('Table'[Date]))=_max,"current",IF(MONTH(SELECTEDVALUE('Table'[Date]))+1 = _max,"last","other"))

 

 

This is the result:

vjialongymsft_1-1712715845514.png

 

@rahulmenon , if this sample data is structurally different from the one you are using, please do not hesitate to mention it and I will modify it!

 

 

 

Best Regards,

Jayleny

 

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

Greg_Deckler
Super User
Super User

@rahulmenon 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.


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