Relative Date Filtering Using Current Month

[Cmcmahan]

Hi everybody,

I'm currently in a situation where I have a date slicer that filters a page of visuals, only showing data from the previous calendar month.  That part works great.  However, now I have a new requirement that I show the same data for "future" months.  That should be easy enough, copying the visual and applying different filters.  

However, I cannot for the life of me figure out how to set up a filter or slicer that uses relative date range AND can handle getting this month's (TODAY()'s month) data as well as future data.  I can EITHER choose to filter X amount of relative future months, or get the current month's data, but not both.  

Here's a .pbix file that demonstrates what I can do now, as well as my desired result: https://drive.google.com/open?id=1ucCVchrMySMvWWhAIP529bzMaNnLCB0A

I'm ok with accomplishing this either by setting up a matrix that inverts the first slicer selection or a matrix that combines two calendar month relative filters.

Any help in getting to my desired result without having to manually edit filters every month would be appreciated.

[dax]

Hi Cmcmahan, There is no method to combine relative date filter in “Or ” condition currently, so workaround is that you could create a table like below and use this in slicer

Measure =
CALCULATE (
    SUM ( Table1[NumberData] ),
    FILTER (
        Table1,
        MONTH ( Table1[Date] ) >= MONTH ( TODAY () )
            && Table1[Date]
                < DATE ( YEAR ( TODAY () ), MONTH ( TODAY () ) + SELECTEDVALUE ( Table2[Column1] ) + 1, 1 )
    )
)

Then you could set filter to “is not blank”

Best Regards,

Zoe Zhi

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