Forum Discussion

Daysy's avatar
Daysy
Frequent Visitor
4 years ago
Solved

Dynamic Date Filter Help Please

Hi All,   Have been using PBI for a year or so and this site has been a great resource, but in this instance my Google-Fu is failing me.   I have an extensive table that shows each payment a cust...
Need Help
  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi  Daysy ,

    Here are the steps you can follow：

    1. Create calendar.

    Date_Table =
CALENDARAUTO()

    2. Create calculated column

    date_end =
EOMONTH('Date_Table'[Date],0)

    3. Create measure.

    Flag =
var _select=SELECTEDVALUE('Date_Table'[date_end])
return
IF(
    MONTH(_select)=MONTH(MAX('Table'[Last Movement Date])),1,0)
Place [Flag] in Filters, set is=1, apply filter.

    4. Result:

     

    Best Regards,

    Liu Yang

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

Anonymous's avatar
Anonymous
Not applicable
4 years ago

Will the last movement date be in the visual? Then when adding the date to the visual, choose latest date. Then when you use a date filter, it will show you the max date of the date filtered.

 

 

  • Daysy's avatar
    Daysy
    Frequent Visitor
    4 years ago

    Thanks.  It's a table visual I'm using as I want the end user to be able to extract the filtered table to Excel.  I guess another way to look at it is that I want to be able to add a date filter and only pick up the last movement before that date, not all of the movements before that date.