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mjanecek
Helper I
Helper I

How to Make A relative Date Filter for Current Year

Hello: I would like to use a date column from my fact table to filter my data without using DAX and YTD functions if possible.

 

I woul like to filter all records in the current year of the Policy Date column.  The Is in the last 1 Years option gives me the last 52 weeks over the course of 2022 and 2023.

 

mjanecek_0-1675346748946.png

 

 

The in the last 1 calendar years option gives me the entirety of 2022.

 

mjanecek_2-1675346793209.png

I can accomplish my requirement by filtering anyting after 1/1/23, but that will require someone to change that filter when the calendar turns again.

mjanecek_3-1675346878111.png

 

 

Mark Janecek 

Business Intelligence Analyst 

Amwins Insurance Group

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@mjanecek , if there is no date filter, then a measure like this or visual filter on using this measure can help

 

This year Today =
var _min = eomonth(today(),-1*month(today()))+1
var _max = eomonth(_min,12 -1*month(today()) )
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

 

 

or try default date

 

Default Date Today/ This Month / This Year: https://www.youtube.com/watch?v=hfn05preQYA

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1 REPLY 1
amitchandak
Super User
Super User

@mjanecek , if there is no date filter, then a measure like this or visual filter on using this measure can help

 

This year Today =
var _min = eomonth(today(),-1*month(today()))+1
var _max = eomonth(_min,12 -1*month(today()) )
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

 

 

or try default date

 

Default Date Today/ This Month / This Year: https://www.youtube.com/watch?v=hfn05preQYA

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