Display data from most recent 3 months? (new data refreshed into dashboard monthly)

[adamcairns]

Hi all,

Unsure if this is a feature within Power BI (or maybe this can be calculated within the Excel spreadsheet), but I would like to display data from the most recent 3 months when I refresh my data dashboard. I have a Power Automate workflow set up which gathers the data from a Microsoft Forms survey and saves it within an Excel spreadsheet on SharePoint. I refresh my data dashboard to display the monthly results for other data, but I would like to display the data from the most recent 3 months in one of my visuals (it is a basic visual displaying feedback in a 'Gauge' chart).

For example, for my June end monthly dashboard, I would like to display data from the months of April, May, & June.

Then, for my July end monthly dashboard, I would like to display data from the months of May, June, & July. And so on...

I have attached a very basic example table below which displays the way the dates are stored in the Excel spreadsheet. I can also provide more info for this question if need be! Thanks in advance!

Date	Did you enjoy the event?	Did you find the event useful?	Any suggestions?
10/01/2023	Yes	Yes	More content
17/01/2023	Yes	Yes	More content
04/02/2023	Yes	No	More speakers
21/02/2023	No	Yes	No
22/02/2023	No	Yes	More speakers
15/03/2023	No	Yes	No
19/03/2023	No	No	No
28/04/2023	Yes	No	Longer session
29/04/2023	No	Yes	More content
01/05/2023	Yes	No	More content
07/05/2023	Yes	No	More speakers

[Anonymous · Accepted solution]

Hi @adamcairns ,

According to your description, here are my steps you can follow as a solution.

(1) My test data is the same as yours.

(2) We can create a measure. 

Flag = 
var _end=EOMONTH(TODAY(),-2)
var _start= DATE(YEAR(_end),MONTH(_end),1)
return IF(MAX('Table'[Date])<=TODAY() && MAX('Table'[Date]) >= _start,1,0)

(3) Then the result is as follows.

When you perform a data refresh and the underlying data changes, the visual object displays only today's data from three months ago.

Best Regards,

Neeko Tang

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