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Hi,
Is there a way to create a number of separate tables or matrixes which are dynamic so that they change along with the months.
I'd like to have a rolling 3 months but all three months on separate tables showing all the same data just different values and for the months to change every time the data is updated.
If this is not possible please let me know
Solved! Go to Solution.
@Anonymous , You need to create measure which are for last month, 2nd last month and 3rd last month and use them in matrix
example
MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD("Date"[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd("Date"[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth("Date"[Date]))
2nd last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd("Date"[Date],-2,MONTH)))
3rd last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd("Date"[Date],-3,MONTH)))
Month behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd("Date"[Date],-1,Month))
2 Month behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd("Date"[Date],-2,Month))
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.
@Anonymous , You need to create measure which are for last month, 2nd last month and 3rd last month and use them in matrix
example
MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD("Date"[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd("Date"[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth("Date"[Date]))
2nd last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd("Date"[Date],-2,MONTH)))
3rd last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd("Date"[Date],-3,MONTH)))
Month behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd("Date"[Date],-1,Month))
2 Month behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd("Date"[Date],-2,Month))
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.
March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!
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