Forum Discussion

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...
Need Help
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.