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dcole
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3 years ago
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Relative Date Filter Issue - End of Month

Hello, 

 

I am using a relative date filter to distrubute an End of Month financial reports. My Filter settings are set to look at transactions that have happened 'in this month' however due to processing that occurs on the last day of the month the report delivers blank reports as it sees 'in this month as the first day of the new month instead of the delivering a report for the last day of the previous month. 

 

 

Has anyone encountered a similar issue? 

  • Hi dcole

     It sounds like the relative date slicer is worked as intended. Assuming you have a date table, what you might want to do is create a calculated column in the date table and use that field as a slicer- something like below, but you can define the period however you'd like. So you could use TODAY()-1 for example.

     

    IsCurrentCalendarMonth =
    IF (TODAY() >= Dates[CalendarMonthBeginning] && TODAY() <= Dates[CalendarMonthEnding],"Yes","No")
     
    Sorry, this example is in DAX and your example is in Power Query, but I think the same principle applies.

1 Reply

  • Hi dcole

     It sounds like the relative date slicer is worked as intended. Assuming you have a date table, what you might want to do is create a calculated column in the date table and use that field as a slicer- something like below, but you can define the period however you'd like. So you could use TODAY()-1 for example.

     

    IsCurrentCalendarMonth =
    IF (TODAY() >= Dates[CalendarMonthBeginning] && TODAY() <= Dates[CalendarMonthEnding],"Yes","No")
     
    Sorry, this example is in DAX and your example is in Power Query, but I think the same principle applies.