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Qtzalcoatl
New Member

MOM Calc do not work with global date filter

Hi,

 

I have a financial Dashboard which I am filtering on reporting month through a slicer. I have some Month on Month figures which are working fine when the reporting date filter comes directly from the same data source. I am adding other operational statistics from other data sources to the Dashboard and making a relationship between all the sources' 'Reporting Date' with a new 'Date Table'. Now I can filter all data sources on the Dashboards through the common Date Table. However, the MOM figures now turn blank....

 

I would guess that the my previous month formula is no longer able to look at previous month:

Revenue LM = CALCULATE([Revenue];PREVIOUSMONTH(CBS[ReportPeriod]))

 

Anyone knows a solutions to having MOM figures and visualizations from other data sources on the same Dashboard with a common date fitler for the dashboard visualizations?

 

Any feedback appreciated 🙂

 

Paal

 

 

1 ACCEPTED SOLUTION
v-juanli-msft
Community Support
Community Support

Hi @Qtzalcoatl 

How do you create relationships between the the table( where [Revenue] is) and date table ("CBS" this is a date table?) ?

Please create a relationship based on "date" columns for two tables.

 

Which visual do you add the "year","month" columns and measure [Revenue LM] in?

Could you share a screenshot to show which fields to add in the visual?

 

You could read more about " PREVIOUSMONTH" function and how to use it.

https://community.powerbi.com/t5/Desktop/PREVIOUSMONTH/td-p/13307

 

Best Regards
Maggie

 

Community Support Team _ Maggie Li
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

2 REPLIES 2
v-juanli-msft
Community Support
Community Support

Hi @Qtzalcoatl 

How do you create relationships between the the table( where [Revenue] is) and date table ("CBS" this is a date table?) ?

Please create a relationship based on "date" columns for two tables.

 

Which visual do you add the "year","month" columns and measure [Revenue LM] in?

Could you share a screenshot to show which fields to add in the visual?

 

You could read more about " PREVIOUSMONTH" function and how to use it.

https://community.powerbi.com/t5/Desktop/PREVIOUSMONTH/td-p/13307

 

Best Regards
Maggie

 

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thanks Maggie!

 

I changed reference in PREVIOUSMONTH to the common Date table instead of the Date column in my revenue table. That solved it!

 

 

Thanks again 🙂

Paal

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