Trouble applying two date filters alongside multiple report-level filters

Hello Kelly,

Thank you for taking the time to offer a solution. I downloaded your pbix; however, I have not been able to achieve the desired results yet. I need a little guidance from you or other forum viewers on these items, please.

• On Page 1, VisualX in the lower-right corner should always display data from the previous 13 calendar months. But in your pbix it is affected by changes to report-level filter [Order Date].
• Your ‘Date Table’ code references table ‘OrdersTestData13Months.’ That is one of the tables I want to remove from the model. I am confused; are there additional steps I’m missing?

To clarify, tables ‘OrdersTestData’ and ‘OrdersTestData13Month’ contain the exact same data. In Power Query, ‘OrdersTestData13Months’ is “Referenced” from ‘OrdersTestData.’ It is named ‘OrdersTestData13Months’ as a reminder that its data is always filtered to the previous 13 calendar months.

Using my original pbix, the examples below demonstrate the filtering at work. I am hoping to maintain that functionality without requiring “extra” table ‘‘OrdersTestData13Months.’

Hopefully the examples below help clarify the functionality and desired end result.

Example 1:

Example 1 : BEFORE

Example 1: AFTER

Example 2:

Example 2: BEFOREExample2: AFTER

Side note: The actual report I am trying to simplify contains many more data tables.

Forum viewers, I am open to alternate solutions you have to offer. Even responding, “This is not possible with the current version.” would be helpful to know.

Thank you! 🙂