Problem with previous month data visual where date slicer filters by year

[beepboop]

I have 3 visuals that compare previous month data. I have a slicer that filters the selected year (2022, 2023, current year (2024)) and this slicer will affect all the visuals on the page. There are currently no page filters. On the visuals, I have set 3 categories for data (previous month visual where it is filtered by relative date - in the last 1 calendar month , current month visual filtered by relative date - in this month, ytd visual that has no filters but i applied a specific measure for the data). The current and ytd visuals are working as expected. However, the previous month visual is not working when we are in January 2024. It is suppose to display December 2023 data but it says 0. On the visual, I am using a measure where a USERELATIONSHIP is being used with the date table. I think I will have to amend this measure but I am certain it has something with how the USERELATIONSHIP function is setup.

For context, this is the measure

# items by customer = COALESCE(CALCULATE(COUNT(cust_table[Id]),FILTER(cust_table,cust_table[status_new] <> "Already approached" && cust_table[business] = "New"), USERELATIONSHIP(cust_table[date_received], 'date'[date]), USERELATIONSHIP(cust_table[employee], 'User Profile (2)'[Name])),0)

[Anonymous]

Hi @beepboop ,

Did @amitchandak  reply solve your problem? If so, please mark it as the correct solution, and point out if the problem persists.

Best Regards,
Adamk Kong

[amitchandak · Accepted solution]

@beepboop , Make sure the slicer and visual use period from the date table. Try measures like

# items by customer = CALCULATE(COUNT(cust_table[Id]),FILTER(cust_table,cust_table[status_new] <> "Already approached" && cust_table[business] = "New"), USERELATIONSHIP(cust_table[date_received], 'date'[date]), USERELATIONSHIP(cust_table[employee], 'User Profile (2)'[Name]))

Last month = calculate([# items by customer], dateadd('date'[date],-1, month))

Previous month = calculate([# items by customer], previousmonth('date'[date]))

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