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Anonymous's avatar
Anonymous
Not applicable
9 years ago
Solved

MTD without using a date table

When creating smaller reports; I add year and month columns to the existing dataset according to whatever the "DATE" field is. 

 

Ex:

DATE            YEAR      MONTH

1/2/2017      2017          1

1/3/2017      2017          1

3/5/2016      2016          3

6/8/2016      2016          6

7/28/2016    2016          7

7/25/2016    2016          7

7/25/2017    2016          7

 

I am creating visualizations, and I want them to only show MTD. ( So the 7/28/2016 data will not be on the visual )

How do I do this?

 

  • If you can work with Current Week or Prevoius Weeks, this might work... 

     

    I've added 2 calculated columns and 1 measure to your data to accomplish (by week) your desired filtering.  WeekNum will return a number 1-52 of the week from your date.  Using it again with TODAY() returns today's weekNum.  The Calculated Column is then used in a filter to only show values with WEEKNUM less than or equal to TODAY()'s weekNum.

     

     

    Measure:

    TodaysWeek = WEEKNUM(TODAY())

     

    Cal. Colmuns:

    Week = WEEKNUM(Table1[DATE        ])

    Display = IF(Table1[Week] <= [TodaysWeek],1,0)

    *** If you don't want current week, only previous weeks, change <= to < ***

     

     

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Add a measure:

     

    MTD = NOW()

     

    Then use this measure to your visuzlization as a filter where date column < MTD.

  • fhill's avatar
    fhill
    Resident Rockstar

    If you can work with Current Week or Prevoius Weeks, this might work... 

     

    I've added 2 calculated columns and 1 measure to your data to accomplish (by week) your desired filtering.  WeekNum will return a number 1-52 of the week from your date.  Using it again with TODAY() returns today's weekNum.  The Calculated Column is then used in a filter to only show values with WEEKNUM less than or equal to TODAY()'s weekNum.

     

     

    Measure:

    TodaysWeek = WEEKNUM(TODAY())

     

    Cal. Colmuns:

    Week = WEEKNUM(Table1[DATE        ])

    Display = IF(Table1[Week] <= [TodaysWeek],1,0)

    *** If you don't want current week, only previous weeks, change <= to < ***