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HuyNguyenn's avatar
HuyNguyenn
New Member
1 year ago
Solved

Filter date based on other table

Hi Experts,

 I have one main table contains data. It looks like this

Also I have 2nd table only contains EndOfMonth date

What I want is to filter the main table only to show the End of month date from the 2nd table data.

 

Also, I want to filter end of current month, end of last moth and 31st March of the Last year.

 

How can I do that?

 

Thanks in advance

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  • v-achippa's avatar
    v-achippa
    1 year ago

    Hi HuyNguyenn,

     

    Thank you for reaching out to Microsoft Fabric Community.

     

    Thank you Deku for the prompt response.

     

    To filter the Main Table based on the EndOfMonth Table follow below steps:

    • Add a Year column to the EndOfMonth table and sort the EndOfMonth table by Year (Descending) and EndOfMonth (Descending).
    • Group by Year, then add an Index Column that starts from 1 inside each year.
    • Filter the table to keep only as Index = 1 (End of the current month), Index = 2 (End of last month), for March 31 of last year, use Date.Month([EndOfMonth]) = 3 and Date.Day([EndOfMonth]) = 31
    • Merge the filtered EndOfMonth table with the Main Table like by matching TransDate to EndOfMonth.

    This will filter the Main Table to show only the required end-of-month dates.

     

    If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it! 

     

    Thanks and regards,

    Anjan Kumar Chippa

6 Replies

  • Deku's avatar
    Deku
    Super User
    1 year ago

    If you go to your first table, go to the ribbon and select merge and perform a left semi join between the date columns. This will filter the first table to those dates from the second, without returning fields from the second table. 

     

    To pre filter the second table, before the join, add a index from the ribbon. If you filter the index to 1,2 and 13 this should return this month, last month, and this month last year.

    • HuyNguyenn's avatar
      HuyNguyenn
      New Member
      1 year ago

      Dear Deku,

       

      Thanks for your prompt reply.

       

      I have added the Index, but when filter, I get 2017 and 2018 data

       

      Sorry as I'm new to PBI 

      • v-achippa's avatar
        v-achippa
        Community Support
        1 year ago

        Hi HuyNguyenn,

         

        Thank you for reaching out to Microsoft Fabric Community.

         

        Thank you Deku for the prompt response.

         

        To filter the Main Table based on the EndOfMonth Table follow below steps:

        • Add a Year column to the EndOfMonth table and sort the EndOfMonth table by Year (Descending) and EndOfMonth (Descending).
        • Group by Year, then add an Index Column that starts from 1 inside each year.
        • Filter the table to keep only as Index = 1 (End of the current month), Index = 2 (End of last month), for March 31 of last year, use Date.Month([EndOfMonth]) = 3 and Date.Day([EndOfMonth]) = 31
        • Merge the filtered EndOfMonth table with the Main Table like by matching TransDate to EndOfMonth.

        This will filter the Main Table to show only the required end-of-month dates.

         

        If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it! 

         

        Thanks and regards,

        Anjan Kumar Chippa