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safy
Frequent Visitor

Filter last 12 months based on the Year, Month slicer selection

I have 2 slicers - one of them displays year while the other displays the month. I want my entire report to be filtered for the last 12 months based on the selected year and month combination. I have a date table with conitnuous dates. 

 

For Example: Year = 2025 and Month = Jul

Then my report needs to be filtered for the dates starting from 01-Aug-2024 until 30-Jul-2025. 

 

Is the only way is to re-create all measures again by changing the filter context so that they are evaulated for the last 12 months. Is there a way to make this work with just the base measures?

 

Example: If I have measure like this: 

 
BikeSales = CALCULATE (
    COALESCE ( [SalesAmt], 0 ),
    FILTER (
        'Dim Product',
        'Dim Product'[ProductName] = "Bikes"
    )
)

Then should I create another measure like below and similarly for every other measures. 

 

BikeSales P12M =
VAR SelectedDate =
MAX ( 'Dimension Period'[Date] )
VAR StartDate1 =
EOMONTH ( SelectedDate, -12 ) + 1
VAR EndDate1 =
IF (
ISFILTERED ( 'Dimension Period' ),
MAX ( 'Dimension Period'[Date] ),
MAXX (
'Dimension Period',
 'Dimension Period'[Date]
)
)
RETURN
CALCULATE (
COALESCE ( [SalesAmt], 0 ),

FILTER (
        'Dim Product',
        'Dim Product'[ProductName] = "Bikes"
    )

,
FILTER (
ALL ( 'Dimension Period' ),
'Dimension Period'[Date] >= StartDate
&& '01. Dimension Period'[Date] <= EndDate
)
)

 

1 ACCEPTED SOLUTION
Shahid12523
Community Champion
Community Champion

To filter your report for the last 12 months based on the Year and Month slicers without rewriting all measures:
- Create a disconnected date slicer table for Year and Month selections.
- Build a single DAX measure that calculates the date range (from 12 months before the selected year/month to the end of the selected month).
- Use this measure as a visual- or page-level filter to restrict data to that range.
- Keep your base measures unchanged, just apply this filter to visuals

Shahed Shaikh

View solution in original post

3 REPLIES 3
Shahid12523
Community Champion
Community Champion

To filter your report for the last 12 months based on the Year and Month slicers without rewriting all measures:
- Create a disconnected date slicer table for Year and Month selections.
- Build a single DAX measure that calculates the date range (from 12 months before the selected year/month to the end of the selected month).
- Use this measure as a visual- or page-level filter to restrict data to that range.
- Keep your base measures unchanged, just apply this filter to visuals

Shahed Shaikh

Thanks for the suggestion. This works but the dax measure has to be a visual filter and the Date field must be present in the visual. So I have to keep this as a matrix and keep the visual drilled to one level above the date. 

johnt75
Super User
Super User

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