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indyb
Helper III
Helper III

What am I doing wrong? Trying to would out if a review is in the next month

I am building a policy review dashboard and trying to add a calculated column to let me know if a policy is due in the next month or not.
 
There are two dates. "Next Review Date" and "Training Schedule". 
 
I want to see if the date in either of those columns fall in the following month (i.e. Current month is Sept and if a date in either column is Oct, then "Yes")
 
I have tried the following to add a calculated column, but it doesnt seem to work.
 
Policy Review Next Month = IF('Policy Matrix'[Next Review Date] = MONTH(TODAY())+1,"Yes",IF('Policy Matrix'[Training Schedule] = MONTH(TODAY())+1,"Yes","No"))
 
Any ideas of where I could be going wrong, or better yet, a soloution?
 
Regards, 
 
Indy
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@indyb , try like

Policy Review Next Month = IF(eomonth('Policy Matrix'[Next Review Date],0) = eomonth(TODAY(),1),"Yes",IF(eomonth('Policy Matrix'[Training Schedule],0) = eomonth(TODAY(),1),"Yes","No"))

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2 REPLIES 2
amitchandak
Super User
Super User

@indyb , try like

Policy Review Next Month = IF(eomonth('Policy Matrix'[Next Review Date],0) = eomonth(TODAY(),1),"Yes",IF(eomonth('Policy Matrix'[Training Schedule],0) = eomonth(TODAY(),1),"Yes","No"))

That worked! Thank you!! 

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