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anelliaf
Helper II
Helper II

Trailing 12-Month Visual

Hello,

 

I have the following table showing the sum of costs for yyyy-mm:

 

pbi_yyyymm_table.PNG

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I'd like to display this in a basic bar chart, but dynamically show the trainling 12-months from the current month.

 

Thanks,

Frank

1 ACCEPTED SOLUTION
jthomson
Solution Sage
Solution Sage

I'm not sure if there's a way to dynamically alter the start/end points of a visual like that, but you could use some logic to get the same result with a filter - if you use the correct combination of dateadd/eomonth/today, you should be able to define each record as being in the previous twelve months or not, then use it as a visual level filter

 

edit - I've completely forgotten that there's relative date filtering as an out of the box option, try dropping your date field into that as a visual level filter and seeing if previous 12 calendar months will get you what you want?

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3 REPLIES 3
amitchandak
Super User
Super User

Use a relative date filter or same option is also available visual level filter

https://docs.microsoft.com/en-us/power-bi/visuals/desktop-slicer-filter-date-range

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jthomson
Solution Sage
Solution Sage

I'm not sure if there's a way to dynamically alter the start/end points of a visual like that, but you could use some logic to get the same result with a filter - if you use the correct combination of dateadd/eomonth/today, you should be able to define each record as being in the previous twelve months or not, then use it as a visual level filter

 

edit - I've completely forgotten that there's relative date filtering as an out of the box option, try dropping your date field into that as a visual level filter and seeing if previous 12 calendar months will get you what you want?

I added the date field to the visual filter and used the relative date filter.

 

Thanks for you help!

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