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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Rolling 6 months

Hi, I need to calculate a dax measure for a matrix table.

The goal is to have a table with pipeline data for the next 6 months finance by each division which is the category the finance will be shown for. 

However, on the same table I need to total anything which comes after that 6 months.

 

So I have a date table and Pipleline table with delivery date and financed amount

 

Is there a way to do this? 

  • tex628's avatar
    tex628
    5 years ago

    The picture is too small for me to read! But the current rolling 6 months I'm thinking should be:

    Aug 2021
    Sep 2021

    Oct 2021
    Nov 2021
    Dec 2021
    Jan 2022

    If you don't want the dates before the 1st of Aug (Current month) you can add the following to the statement:

     

    Calculated Column =
    VAR FutureMonth = IF(MONTH(TODAY()) > 6 , MONTH(TODAY())-6 , MONTH(TODAY()) + 6)
    VAR FutureYear = IF(MONTH(TODAY()) > 6 , YEAR(TODAY())+1 , YEAR(TODAY()) )
    
    Return
    
    IF(Date Table[Date] < DATE(YEAR(TODAY()), MONTH(TODAY()) , 1) , BLANK() , 
    IF(Date Table[Date] >= DATE(FutureYear, FutureMonth, 1) , "Rest of the Dates" , [month] )
    )

     


    Then put a visual level filter to remove the blank values from the visual! 

20 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Division

    Out of date

    6 months

    Rest of the dates

    Total

    1

    £1000

    £5000

    £7000

    £1300

    3

    £1000

    £5000

    £7000

    £1300

    4

    £1000

    £5000

    £7000

    £1300

    something like this but in power bi with the months above all columns 

      • tex628's avatar
        tex628
        Icon for Community Champion rankCommunity Champion

        Do you have a calendar table connected to your sales table? 

        / J

  • Anonymous's avatar
    Anonymous
    Not applicable

    Also need the 6 months to be shown as Jan Feb March April etc

  • Anonymous's avatar
    Anonymous
    Not applicable

    Also in relation to this would anyone know why my dates are not in chronological order? Its wrong in my dates table and in my matrix 

  • Anonymous's avatar
    Anonymous
    Not applicable

    Also, Its actually not letting my sort the Rolling 6 months measure by the sort order I have. Maybe thats why I cant get it in order. Is there a way around this?

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Anonymous ,

       

      If you are talking about sorting the matrix by specific column, I'm afraid it's not supported currently.

       

      Best Regrads,

      Jay