MTD without using a date table

[Anonymous]

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?

[fhill · Accepted solution]

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 < ***

[Anonymous]

Add a measure:

MTD = NOW()

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