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airportGR's avatar
airportGR
Frequent Visitor
5 years ago
Solved

Month To Date - Default last Date as Yesterday - Help

Dear Power Bi Gurus,

 

I have set up my model to count Month To Date values for this Year and Last Year as shown at the picture. 

This is possible by manually selecting on a "Date Hierarchy" slicer. My results are correct this way. 

 

However, as this will be a daily automated report, I would like to always have Yesterday Date as my most recent date on my Month to Date calculations. 

 

This way my report will always reflect the "Start of Month - Yesterday" time period. 

 

Could you please help me on how to automatically have yesterday as my last date?

 

Thank you in advance. 

 

 

 

  • Dear airportGR ,

     

     I enriched the sample data as follows.

     

    The following formula should do it for the last year.

     

    if you want to have it for two years ago please change the "YEAR(TODAY())-1" to "YEAR(TODAY())-2".

     

    Did I solve your requests? Please mark my post as solution.

     

    Appreciate your Kudos.

     

    Best regards

    Mikelytics

4 Replies

  • Mikelytics's avatar
    Mikelytics
    Icon for Resident Rockstar rankResident Rockstar

    Hi  airportGR ,

     

    did you try to solve this by putting the filter in the measure? I have two possible solutions based on the following sample data.

    (in Power BI I deleted the first row from the sample data)

    Solution 1: if you want to use it in a KPI visual

     

     

    Solution 2: if you want to use it in a table or similar:

     

    Hope this helps.

     

    Best regards

    Mikelytics

     

    --------------------------------------------------------------------------------------------------------------------------

     

    Did I solve your requests? Please mark my post as solution.

     

    Appreciate your Kudos.

  • airportGR's avatar
    airportGR
    Frequent Visitor

    Dear Mikelytics 

    Solution 1 works perfectly fine without any selection needed on the slicer

    Solution 2 in order to work the slicer has to be selected (specific date ie 16/1/2021)

     

    I am moving forward with Solution 1 (many thanks!)

     

    Could you please advise on how to have the same MTD results for -1 and -2 years back (following Solution 1)

     

    Thank you very much

    • Mikelytics's avatar
      Mikelytics
      Icon for Resident Rockstar rankResident Rockstar

      Dear airportGR ,

       

       I enriched the sample data as follows.

       

      The following formula should do it for the last year.

       

      if you want to have it for two years ago please change the "YEAR(TODAY())-1" to "YEAR(TODAY())-2".

       

      Did I solve your requests? Please mark my post as solution.

       

      Appreciate your Kudos.

       

      Best regards

      Mikelytics

      • airportGR's avatar
        airportGR
        Frequent Visitor

        Dear Mikelytics following your Solution 1 and adding the extra code for Last Year (-1) and (-2) solved my problem.

         

        Thank you very much, I hope that this thread will help others too.