How to view first 3 months

[kdaya]

Hi Power BI Community,

Please can someone help me on how i can view the first 3 months of data:

basically each customer has a different starting date so i cannot use the slicer as this uses the entire date range from the first customer and the relative date filter only allows last not first.

Please can someone help

Thank You

Kunal

[v-haibl-msft]

@kdaya

You can create a YearMonth column and then rank the YearMonth for each user. So that we can filter the first 3 months for each user easily.

For details, please refer to attached PBIX file.

YearMonth =
YEAR ( Sheet1[Created Time] ) * 100
    + MONTH ( Sheet1[Created Time] )

RankYearMonth = 
RANKX (
    FILTER ( Sheet1, Sheet1[Account] = EARLIER ( Sheet1[Account] ) ),
    Sheet1[YearMonth],
    ,
    ASC,
    DENSE
)

Best Regards,
Herbert

[kdaya]

thanks for your help, can you please tell me why you *100?

[v-haibl-msft]

@kdaya

If your problem has been resolved, you can mark the right answer as solution so that other ones who have the same problem can find the solution quickly.

Best Regards,
Herbert

[v-haibl-msft]

@kdaya

Just give a good format for the YearMonth column which data type is whole number, so that we can rank it correctly.

We can also not *100, but in that case, YearMonth will be 2016 +5 = 2021 instead of 201600 + 5 = 201605.

Best Regards,
Herbert

[kdaya]

https://primeqanz-my.sharepoint.com/personal/kunal_daya_primeq_com_au/_layouts/15/guestaccess.aspx?d...

[kdaya]

PLease see each customer has a different first created Time..

So i need to see the first 3 months of data for each customer.

Does that make sense?

Thanks

[pxg08680]

@kdaya

Try using the relative filtering. Drop your data into a table visual and make a slicer with customers.

Select the table and in visual level filtering ,select relative filtering and use bottom 90 /top 90 accordingly.

[kdaya]

@pxg08680

What valueshould i put in the visual level fiter

Thanks,

[pxg08680]

@kdaya

Can you share a screenshot of your data(sample data)..? It would be easy that way.

[kdaya]

HI

thanks for getting back to me. I was unable to attach an excel file so i add to attach Screenshots,

So if you see cust1 has a diffrent first date then cust2 so on for cust3 and 4

[Ashish_Mathur]

Hi,

Your question is not clear and neither is your data.  Paste a sample dataset, explain the business problem and show the expected result.

[kdaya]

How do i upload a dataset?

[Ashish_Mathur]

Hi,

Just paste your data from the Excel file in the body of the message.  Else, upload the file to google Drive and share the downlod link here.