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I have a table that consists of "Dept", "Headcount" and "Start Date". I want the table to only show data from the 1st of the current month onwards.
I have tried doing a page filter with "Relative date" with "is in this" and "is in the next" and also "Advanced Filtering", but none meet my needs. Whats te best way to do this?
So as an example, if we are in April, I want the table to show all rows from the 1st April onwards, but then in May, I want it to show all rows from 1st May onwards.
Thanks in advance.
Solved! Go to Solution.
In that case how about:
Current Month or Later =
VAR __Month = YEAR('Calendar'[Date]) & MONTH( 'Calendar'[Date] )
VAR __CurrentMonth = YEAR('Calendar'[Date]) & MONTH( TODAY() )
RETURN
IF( __Month >= __CurrentMonth, "Yes", "No")
Here is an example file. As you can see it stops at October, despite October being passed April
Assuming you have a Calendar table connected to the Start Date column, you can add a calculated column to identify whether a date falls in the current month or not:
Current Month =
VAR __Month = YEAR('Calendar'[Date]) & MONTH( 'Calendar'[Date] )
VAR __CurrentMonth = YEAR('Calendar'[Date]) & MONTH( TODAY() )
RETURN
IF( __Month = __CurrentMonth, "Yes", "No")
If you don't have a Calendar table, you could add this calculated column to your fact/data table and replace 'Calendar'[Date] with [Start Date], but creating this column in a related Calendar table would be far more efficient.
Once you've created this column, identifying which dates fall in the current month (and year in case your dataset crosses multiple years), you can then add this filter to either your visual or page and filter on "Yes".
Thanks, that identifies the current month, but I wanted it to also put "Yes" for any dates beyond. So as an example,
April - Display all dates in April, May, etc.
May - Display all dates in May, June, etc.
June - Display all dates in June, July, etc.
and so on.
In that case how about:
Current Month or Later =
VAR __Month = YEAR('Calendar'[Date]) & MONTH( 'Calendar'[Date] )
VAR __CurrentMonth = YEAR('Calendar'[Date]) & MONTH( TODAY() )
RETURN
IF( __Month >= __CurrentMonth, "Yes", "No")
Accepting your answer as in principle it should work, but for some reason, im having a few issue.
I initially thought the problem was my date table or a funny relationship causing the column measure to stop on the 1st Oct, but I have tried several other data tables off the web and they all have the same issue where the "Yes" stop at the 01/10/20** and then restart on the 01/04/20**
Anyone have any ideas?
Thanks Adrian, getting there, but oddly, it seems to think 1st October to 31st March are not valid dates (see below). So it puts yes up until 01th Oct and then switches to "NO", then stays "No" until 01st April and then stops again in Oct. I initially thought it might be because the month was changing to double digits, but nope. Hope the above makes sense.
You can select the first date and then last date of the month using advance filter selecting "is on or after" and then end date "is on or before"
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The problem with that, its not dynamic and will only work for the 1st of the month selected. I should have made it more clear. So if we are in April, I want the table to show all rows from the 1st April onwards, but then in May, I want it to show all rows from 1st May onwards.
EDIT: I have updated the original question.
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