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gvb238's avatar
gvb238
Frequent Visitor
8 years ago
Solved

Rolling 3 Months Data

Hi Team,

I Have one Requirement of Rolling 3 Months.  for this Requirement i have Date & Amount fields. For example If i filter June 2018 then it will show like this

 

Month&Year           AMT

May 2018                5000

April 2018                4500

March 2018              6000

 

Regards,

Veera

 

  • Hi gvb238

    Here is an example

    1.create a date table and manage relationships between the two table

    date table = DISTINCT(Table1[date]) 

    2. add 'date table' [date] to the slicer, then create measures as below

    selected month = SELECTEDVALUE('date table'[date]) 
    
    month difference = DATEDIFF(MAX([date]),[selected month],MONTH) 
    
    if last three month = IF([month difference]>=1&&[month difference]<=3,1,0)

    3.then add the "if last three month" to the Visual Level filter, and set the condition to "show items when value is 1".

     

     

    Best Regards

    Maggie

6 Replies

  • v-juanli-msft's avatar
    v-juanli-msft
    Community Support

    Hi gvb238

    Here is an example

    1.create a date table and manage relationships between the two table

    date table = DISTINCT(Table1[date]) 

    2. add 'date table' [date] to the slicer, then create measures as below

    selected month = SELECTEDVALUE('date table'[date]) 
    
    month difference = DATEDIFF(MAX([date]),[selected month],MONTH) 
    
    if last three month = IF([month difference]>=1&&[month difference]<=3,1,0)

    3.then add the "if last three month" to the Visual Level filter, and set the condition to "show items when value is 1".

     

     

    Best Regards

    Maggie

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi, tried your solution, and sorry does not work :(

      How can I get the selected date to every row in the table? I have it only on the row related to the selection, and then the next steps can be aplied :(

      Thank you for help ...

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi, tried your solution, and sorry does not work :(

      How can I get the selected date to every row in the table? I have it only on the row related to the selection, and then the next steps can be aplied :(

      Thank you for help ...

      • Anonymous's avatar
        Anonymous
        Not applicable

        The problem is with DATEDIFF funkcion in the previous solution, I get the result 0 in the row of selected Month, other months have blank cell :(

  • Anonymous's avatar
    Anonymous
    Not applicable

    gvb238

     

    1) I would sort the list and rank them by date(mm-yyyy).

    2) CALCULATE(SUM(x), FILTER(table, table[mnth rank]>= table[mnth rank]-3 && table[mnth rank] <= table[mnth rank])

    • gvb238's avatar
      gvb238
      Frequent Visitor

      In my Datasource I don't have any Rank field. How to create rank to that Month&Year (Dimension) and what bases i can create rank.