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PowerBIUser23
Frequent Visitor

Date Table Formula for Current & Prior HTD Completed Months

Hi,

 

Our Fiscal Halves are:
H1: 2/1 - 7/31
H2: 8/1 - 1/31

 

 

I am attempting to mark both the current and prior fiscal half completed months as true as we progress through the current half. I only want to show months that have been completed and not months we are currently in. For example if today is 9/20 the only month in the current half I want shown as completed is August since it is 100% closed. At the same time I want the previous half to then mark the same quantity of months as TRUE, in this case it would be February. I essentially want it to mark from the start of the half to the most recent completed as TRUE and then to also mark the same quantity of months in the previous half as true as well.

 

 

Example:

  • If Today = 9/20
    • Current Half Months marked as TRUE: August
    • Previous Half Months marked as TRUE: February
    • Total Months marked as TRUE: February and August
  • If Today = 11/1
    • Current Half Months marked as TRUE: August, September, and October
    • Previous Half Months marked as TRUE: February, March, and April
    • Total Months marked as TRUE: February, March, April, August, September, and October.
  • If Today = 2/1
    • Current Half Months marked as TRUE: August, September, October, November, December, and January
    • Previous Half Months marked as TRUE: February, March, April, May, June, and July
    • Total Months marked as TRUE: February, February, March, April, May, June, July, August, September, October, November, December, and January
1 REPLY 1
v-henryk-mstf
Community Support
Community Support

Hi @PowerBIUser23 ,

 

Can you provide relevant screenshots and relevant test data and describe them, so that I can answer for you as soon as possible.
Looking forward to your reply.


Best Regards,
Henry

 

 

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