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AFoisAnalytics's avatar
AFoisAnalytics
Frequent Visitor
3 years ago
Solved

How to default the data in a table or visual based on the current day of the month

Hi all,

 

I need to filter the data shown in a table and in the charts of the report automatically at the opening, with this logic:

 

if today the month day is < 20, the report needs to show the data starting from the last day of 2 precedent month. So for example if Today is 18 of March the data should start from last day of January.

 

Instead, if today the month day is >= 20, the data shown should start from the last day of the past month. So if Today is 21 of March the data should start from last day of February.

 

How could I do this?  

 

Thank You 

 

 

Need Help

2 Replies

  • lbendlin's avatar
    lbendlin
    Icon for Super User rankSuper User
    3 years ago

    - add a calculated column to your calendar table that implements the required logic as needed (include/exclude)

    - use that column as the default filter in your report but allow your users to change it.

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi  AFoisAnalytics ,

    I created some data:

    Here are the steps you can follow：

    1. Create measure.

    Flag =
var _today=TODAY()
var _day=DAY(_today)
return
 IF(
     _day>=20&&MAX('Table'[Date])>=EOMONTH(_today,-1),1,0)

    2. Place [Flag]in Filters, set is=1, apply filter.

    3. Result:

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly