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Ray's avatar
Ray
Regular Visitor
10 years ago

Rolling 3 months

Hi there, I'm struggling to add a certain condition in power bi that returns financial fegures for only a certain months. I want to get the financial graphs for the last 3 months from the system date everytime I log in to my dashboard to check. E.g

 

System date = 1/1/2016 . Dashboard to show (October, November, December)

System date = 1/2/2016 . Dashboard to show (November, December, January) and so on.

 

Need Help

2 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion
    10 years ago

    You should be able to use the rolling totals pattern or other technique from here:

     

    http://www.daxpatterns.com/cumulative-total/

     

    You could create a column in your data that essentially determines whether it is in the last 30 days, equals 1, between 30 and 60, 2 and between 60 and 90, 3. Then you could set your report filters for only values in that column that equal 1, 2 or 3. You would use the TODAY function like:

     

    Last Three Months = IF(TODAY()-[Date]<=30,1,IF(TODAY()-[Date]<=60,2,IF(TODAY()-[Date]<=90,3,0)))

     

    Then just filter out the 0's in the report or page filter area.

  • fbrossard's avatar
    fbrossard
    Kudo Commander
    10 years ago

    You could build a date table and enrich it with some calculated column.

    For example :

    [Relative Date Offset] = INT([Date] - TODAY())
    [Relative Date] = IF([Relative Date Offset]=0; "J "; "J " & IF([Relative Date Offset]>0; "+"; "") & [Relative Date Offset])
    [Relative Month Offset] = ((12 * YEAR([Date])) +  MONTH([Date])) - ((12 * YEAR(TODAY())) +  MONTH(TODAY()))
    [Relative Month] = IF([Relative Month Offset]=0; "M "; "M " & IF([Relative Month Offset]>0; "+"; "") & [Relative Month Offset])
    [Relative Week Offset] = INT(([Date] - (TODAY() - WEEKDAY(TODAY();2)+1))/7)
    [Relative Week] = IF([Relative Week Offset]=0; "W "; "W " & IF([Relative Week Offset]>0; "+"; "") & [Relative Week Offset])

     

    You can modify this for your needs.

    And use them as filter, slicer or just axis in your reports.