Power BI is turning 10, and we’re marking the occasion with a special community challenge. Use your creativity to tell a story, uncover trends, or highlight something unexpected.
Get startedJoin us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.
Hi
Hoping someone can point me in the right direction with a measure I'm struggling with. I have a series of transactions which (for simplicity sake) consist of a value ($) and transaction date. Instead of summing the value of all the transactions per month, I need to list each transaction row by row for the current month.
Keen to do this using a measure which will automatically filter transactions for the current month rather than relying on a slicer to make it simpler for the end user. I've tried using the DATESMTD but can't seem to get it to return the individual transaction details for the current month only.
The output is simple but I'm struggling to get it to list each transaction rather than summing. Output example below:
Transaction value Transaction Month
$80 Sep 20
$90 Sep 20
$100 Sep 20
$60 Sep 20
$110 Sep 20
$120 Sep 20
Solved! Go to Solution.
@Marcus_E , Based on what I got. You need to have a column like this you date table and filter the current month
Month Type = Switch( True(),
Date([Date]) = eomonth(Today(),-1),"Last Month" , //Last Month
Date([Date])= eomonth(Today(),0),"This Month" , //This Month
[Month Year]
)
Sort this column on month year
Hi , @Marcus_E
If you just want to get the data of current month.Maybe you can try to create relative date range filter .
Best Regards,
Community Support Team _ Eason
@Marcus_E , Based on what I got. You need to have a column like this you date table and filter the current month
Month Type = Switch( True(),
Date([Date]) = eomonth(Today(),-1),"Last Month" , //Last Month
Date([Date])= eomonth(Today(),0),"This Month" , //This Month
[Month Year]
)
Sort this column on month year
This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.
Check out the June 2025 Power BI update to learn about new features.
User | Count |
---|---|
78 | |
78 | |
58 | |
35 | |
32 |
User | Count |
---|---|
99 | |
59 | |
56 | |
46 | |
40 |