Custom month start and end date dax

[Anonymous]

Hi experts,

I need help to customize my date table.  A production month starts from 25th to 26th. I have added the below table for reference.

Need dax formulas for below items
Last month

Last 3 months

ytd production

Month Name	Date Range
Sep-21	August 26th to September 25th
Oct-21	September 26th to October 25th
Nov-21	October 26th to November 25th
Dec-21	November 26th to December 25th
Jan-22	December 26th to January 25th
Feb-22	January 26th to February 25th

Please help

[CNENFRNL]

Simple enough, add a calculated column in relation to "Production Year-Month" to the calendar table,

[Anonymous]

@CNENFRNL yes, but how we can calculate above measures using this calculated column 

[hnguy71]

@Anonymous ,

I'm assuming your first column is a date table. Try this formula as it should similarly work for all three expressions (with minor tweaks):

Last (n) Range = 

VAR _CurrDate = MAX('Table'[Date])
VAR _MonthNum = MONTH(_CurrDate)

VAR _Offset = 3 // how many months to show. 1 equals last month, 2 equals last 2 months, 3 equals last 3 months, etc.

VAR _StartDate = 
    IF( _MonthNum = 1, 
        DATE(YEAR(_CurrDate), 1 * _Offset, 1), 
        DATE(YEAR(_CurrDate), MONTH(_CurrDate) - (1 * _Offset), 26)
    )

VAR _EndDate = 
    SWITCH( 
        _MonthNum, 
        1, DATE(YEAR(_CurrDate), 1, 25), 
        12, DATE(YEAR(_CurrDate), 12, 31), 
        DATE(YEAR(_CurrDate), MONTH(_CurrDate), 25)
    )

RETURN

_StartDate & " - " & _EndDate

[Anonymous]

@hnguy71 can you please explain it,  am not familiar with power bi.

[hnguy71]

Hi @Anonymous ,

What are you trying to build with these dates? Do you have a sample model or a base measure that you'd like to use the date range?

I am assuming that you only wanted to return the output of ranges of dates. If this assumption is wrong, please explain with sample input and sample output so we can be on the same page.

[Anonymous]

@hnguy71 , Please refer my below pbix file. I want to calculate current month , last 3 months and ytd production based on the custom month start and end dates.

https://drive.google.com/file/d/1R3WZpJD2-KF8fWi2sotRE1B__2fHLv5C/view?usp=sharing

[hnguy71 · Accepted solution]

Hi @Anonymous ,

I see what you're trying to do. In this case, it is a combination of what @CNENFRNL and I have suggested you to do. You need to create that calculated column along with the measures.

There's a slight data model update required. The expected output is shown below:

A sample modified pbix is supplied for you: https://1drv.ms/u/s!An8CCFsOzw0uhQpWhPjO_ua_gE1C?e=UR4kGE

[Anonymous]

@hnguy71 

@hnguy71 thanks for this wonderful solution.

ytd for jan month is showing wrong, we need inculde 26-2021 to 31-2021 data also.

Month start dates for dates after 25th december should be jan of next year.
Please help

Please help

[hnguy71]

Hi @Anonymous ,

I have adjusted the dates to include year end dates to roll towards next year. You may use the same link and download the pbix again. 

[Anonymous]

@hnguy71 yes it is working fine, thanks a lot. Can we create a calendar table based on todays date. if the day is < 26, then max date should be today, else max date should be first day of next month. Because data after 25th of may is not showing in report, because remaining days are belongs to next month as per the custom calendar.

[hnguy71]

Hi @Anonymous ,

I'm glad it is working out for you. To change your calendar table, you would adjust your formula to this:

Calendar = 

VAR _Today = TODAY()
VAR _EndDate = IF(DAY(_Today) < 26, _Today, EOMONTH(_Today, 0) + 1) // If day is less than 26, max date should be today, else max date should be first day of the next month
VAR _Auto = FILTER(CALENDARAUTO(), [Date] <= _EndDate)

RETURN

_Auto

EDIT: You would also have to adjust your DateSlicer:

DateSlicer = CALCULATETABLE(DISTINCT('Calendar'[Date]), DAY('Calendar'[Date]) = 1)

[Anonymous]

Thanks a lot for your time and effort @hnguy71 ,