Forum Discussion

AZJohnPowerBI's avatar
2 years ago

Rolling Quarterly Report

Context:

So I store data in Excel and clean it.

Then I model it in Power BI, create visuals and deploy it, fairly standard and straightforward.

 

Problem:

However, the report's dataset is getting rather large.

 

Query:

Is there a way to create a rolling report that pulls from excel workbooks for a certain month, and then the next book pulls from the next three months?

For example: This month's report should have July 2023, August 2023 and September 2023, and next month, I want Power BI to pull from August, September 2023, and October 2023.

 

I think there might be a way to do it using Sharepoint and BI but I'm not sure.

1 Reply

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

    AZJohnPowerBI Couple options. One, pull in all files using a folder query and "Combine" and use DAX to calculate a rolling 3 months. Other option would be to go into the folder query and edit it to sort the source files by date. Then filter to the top 3.