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croberts21
Responsive Resident
Responsive Resident

How to show last 6 months of invoices when a report is opened?

I have PBI desktop v March 2023.

I have a tab in a PBI report with invoices. Each invoice has an invoice date. When the report is opened by the user I would like the default invoice date filter to be from 6 months ago through today. How do I do that? 

As an alternative, how do I make a button that would do that? 

Thank you!

 

1 ACCEPTED SOLUTION
v-zhangti
Community Support
Community Support

Hi, @croberts21 

 

You can try the following methods

Sample data:

vzhangti_0-1680052612730.png

vzhangti_1-1680052666638.png

Measure = IF(SELECTEDVALUE('Table'[Date])>=EDATE(TODAY(),-6)&&SELECTEDVALUE('Table'[Date])<=TODAY(),1,0)

vzhangti_3-1680052726228.png

Is this the result you expect?

 

Best Regards,

Community Support Team _Charlotte

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

View solution in original post

1 REPLY 1
v-zhangti
Community Support
Community Support

Hi, @croberts21 

 

You can try the following methods

Sample data:

vzhangti_0-1680052612730.png

vzhangti_1-1680052666638.png

Measure = IF(SELECTEDVALUE('Table'[Date])>=EDATE(TODAY(),-6)&&SELECTEDVALUE('Table'[Date])<=TODAY(),1,0)

vzhangti_3-1680052726228.png

Is this the result you expect?

 

Best Regards,

Community Support Team _Charlotte

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

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