Forum Discussion
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
Community 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.