Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Update Visualization Base on Current Month

Hi All, I recieve an excel report with various KPIs are rows and the months as columns (see below for illustration) . I currently have a gauge dial to report on the current month vs goal but this requires manual input (As in I have to deselect the previous month and select the current month each time I recieve the report). Is there a way for power bi to automatically recognize the current month and update my visualization when new data is refreshed?

 

 

Name

Jan 2020Feb 2020March 2020Goal

KPI 1

    

KPI 2

    
KPI 3    

 

Thank you all for your advice!

Need Help

3 Replies

  • v-alq-msft's avatar
    v-alq-msft
    Community Support
    6 years ago

    Hi, Anonymous 

     

    Based on your description, I created data to reproduce your scenario.

    Table:

     

    You may create two calculated columns as below.

    Month-Year = VALUE(FORMAT('Table'[Date],"yyyymm"))
Flag = 
var _currentmonthyear =  
IF(
    MONTH(TODAY())<10,
    VALUE(YEAR(TODAY())&"0"&MONTH(TODAY())),
    VALUE(YEAR(TODAY())&MONTH(TODAY()))
)
return
IF(
    'Table'[Month-Year]=_currentmonthyear,
    1,
    0
)

     

    Then you need to set visual level filter as 'Flag' = 1 to display the result.

     

    Best Regards

    Allan

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • v-alq-msft's avatar
    v-alq-msft
    Community Support
    6 years ago

    Hi, Anonymous 

     

    If you take the answer of someone, please mark it as the solution to help the other members who have same problems find it more quickly. If not, let me know and I'll try to help you further. Thanks.

     

    Best Regards

    Allan