Update Visualization Base on Current Month

[Anonymous]

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 2020	Feb 2020	March 2020	Goal
KPI 1
KPI 2
KPI 3

Thank you all for your advice!

[v-alq-msft]

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

[v-alq-msft]

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.

[mahoneypat]

You can use a Relative Time filter (or slicer).  Please see this post.

https://www.bdo.com/digital/insights/analytics/how-to-use-relative-filtering-in-power-bi

If this works for you, please mark it as solution.  Kudos are appreciated too.  Please let me know if not.

Regards,

Pat