Dax for Current Month & Previous Month

[Anonymous]

Hi,

I'm trying to create a calculated colunm that groups dates into one of three values.

Current Month - all dates that are in this month

Previous Month - all dates in previous month

Historic - all dates in the past that do not meet the criteria above.

Is this even possible? if so how would i go about writing this Dax?

[Datagulf]

Hello guys @az38 ,  Ihave decoded the error. the formula is a follows. 

MTD FILTER = 
IF(
MONTH('INV1 Invoice Rows'[DocDate])=MONTH(today())&& YEAR('INV1 Invoice Rows'[DocDate])=YEAR(today()), 
"Current Month",
 IF( 
 MONTH('INV1 Invoice Rows'[DocDate])=MONTH(EOMONTH(today(),-1))&&YEAR('INV1 Invoice Rows'[DocDate])=YEAR(EOMONTH(today(),-1)),
   "Previous Month",
"Historic"
))

[az38 · Accepted solution]

Hi @Anonymous 

try column

 = 
IF(
AND(MONTH('Table'[DateColumn])=MONTH(today());YEAR('Table'[DateColumn])=YEAR(today()));
"Current Month";
 IF( 
 AND(MONTH('Table'[DateColumn])=MONTH(EOMONTH(today();-1));YEAR('Table'[DateColumn])=YEAR(EOMONTH(today();-1)));
   "Previous Month";
"Historic"
)

its possible also to add check if "future period"

do not hesitate to give a kudo to useful posts and mark solutions as solution

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[Anonymous]

Hi @az38,

Thanks for this, i've added in the table and colunm names and i keep on getting error messages. Would i need to have a date table?

Please see my Dax below.

Current Month =

IF(

AND(MONTH('Target data'[date_logged])=MONTH(today());YEAR('Target data'[date_logged])=YEAR(today()));

"Current Month";

IF(

AND(MONTH('Target data'[date_logged])=MONTH(EOMONTH(today();-1));YEAR('Target data'[date_logged])=YEAR(EOMONTH(today();-1)));

   "Previous Month";

"Historic"

)

[az38]

Hi @Anonymous 

what kind of error?

it works good in my demo-project.

do not hesitate to give a kudo to useful posts and mark solutions as solution