Need Last Month Data in My Card View

[jackypatel]

I have a calender that contain April is the starung Month & March is the Last Month of the year. For Example i have data like Month & Return as mention below

Month	Return
Apr-23	53690
May-23	54402
Jun-23	40245
Jul-23	52303
Aug-23	34513
Sep-23	51151
Oct-23	44559
Nov-23	50948
Dec-23	69529
Jan-24	61732
Feb-24	53498
Mar-24	53498
Apr-24	53690
May-24	54402
Jun-24	40245
Jul-24	52303
Aug-24	34513
Sep-24	51151
Oct-24	44559
Nov-24	50948
Dec-24	69529
Jan-25	1732
Feb-25	3098
Mar-25

Also I Have Year Filter 2023-24 & 2024-25

Now If i select 2023-24 than data should be Mar-24 Return (53498) & If i Select 2024-25 than Feb-25 Return (3098).

And I Add add data Of Mar-25 in next Month so 2024-25 Return Value Should be Mar-25 (Data)

Plz help me.

[v-menakakota]

Hi @jackypatel ,

I hope the provided  information by @PijushRoy  is helpful. Please let me know if you have any further questions or if you'd like to discuss this further. If this answers your question, please Accept it as a solution so others can find it easily.

Thank you.

[v-menakakota]

Hi @jackypatel ,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

[v-menakakota]

Hi  @jackypatel  ,

I would also take a moment to thank @PijushRoy  , for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference. 

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If the  response has addressed your query, please accept it as a solution so that other community members can find it easily. 

 
Thank you. 

[PijushRoy]

Hi @jackypatel 

Please find the solution, attached PBIX

Please check the two calculated column in PBIX file

Measure = VAR _LatestMonth = IF(SELECTEDVALUE('Table'[Return])=0,MAX('Table'[Fiscal_Month_No])-1,MAX('Table'[Fiscal_Month_No]))
RETURN
CALCULATE(SUM('Table'[Return]),'Table'[Fiscal_Month_No]=_LatestMonth)

[jackypatel]

Thanx for you support, But Its Not Working. If i added Mar-25 Data than it is also Showing Feb-25 Data.

Plz guide us further 

[PijushRoy]

Hi @jackypatel 
I have check with Feb 2025 data and without data, now working.
Please use the measure in same PBIX file

Latest Month Return = 
VAR SelectedYear = SELECTEDVALUE('Table'[Year]) 
VAR MaxMonthNo =
    CALCULATE(
        MAX('Table'[Fiscal_Month_No]), 
        FILTER('Table', 'Table'[Year] = SelectedYear)
    )
VAR LatestMonthReturn =
    CALCULATE(
        MAX('Table'[Return]),
        FILTER('Table', 'Table'[Fiscal_Month_No] = MaxMonthNo && 'Table'[Year] = SelectedYear)
    )
VAR PreviousMonthReturn =
    CALCULATE(
        MAX('Table'[Return]), 
        FILTER('Table', 'Table'[Fiscal_Month_No] = MaxMonthNo - 1 && 'Table'[Year] = SelectedYear)
    )
RETURN
    IF(
        ISBLANK(LatestMonthReturn), 
        PreviousMonthReturn, 
        LatestMonthReturn 
    )

[jackypatel]

Thank you... Your Dax is working.

But in my Dax is not Showing the value. Because Calender (Date) & Return Value is different  file. 

So what shoud i do for this???

Kindly Help

[PijushRoy]

Hi @jackypatel 
You can create a relationship between Table and Calendar with a Date column (if you have one) or else Fiscal Month no column (I can see the column available in your data).

The use the DAX 

Latest Month Return = 
VAR SelectedYear = SELECTEDVALUE('Calendar'[Year]) 
VAR MaxMonthNo =
    CALCULATE(
        MAX(' Calendar '[Fiscal_Month_No]), 
        FILTER(' Calendar', ' Calendar '[Year] = SelectedYear)
    )
VAR LatestMonthReturn =
    CALCULATE(
        MAX('Table'[Return]),
        FILTER(' Calendar ', ' Calendar '[Fiscal_Month_No] = MaxMonthNo && ' Calendar'[Year] = SelectedYear)
    )
VAR PreviousMonthReturn =
    CALCULATE(
        MAX('Table'[Return]), 
        FILTER(' Calendar', ' Calendar'[Fiscal_Month_No] = MaxMonthNo - 1 && ' Calendar'[Year] = SelectedYear)
    )
RETURN
    IF(
        ISBLANK(LatestMonthReturn), 
        PreviousMonthReturn, 
        LatestMonthReturn 
    )

If not work, Please attached PBIX file link 

[Tutu_in_YYC]

Before you try to get the last month calculation, you will need a fiscal date, bbecause your start date is not jan.

Have a look at how to set one up.
https://pragmaticworks.com/blog/dynamic-fiscal-year-date-table-using-dax-in-power-bi.

Then for the last month measure, you can just create a calculation using time intelligence or some manipulation of filter context.

Share a pbix if you can.

[jackypatel]

i am unable to attached the File. Data is already There.

Plz help