Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
Anonymous
Not applicable

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

@Anonymous , 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"))

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@Anonymous , 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"))

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube
Anonymous
Not applicable

That worked! Thank you!! 

Helpful resources

Announcements
November Power BI Update Carousel

Power BI Monthly Update - November 2025

Check out the November 2025 Power BI update to learn about new features.

Fabric Data Days Carousel

Fabric Data Days

Advance your Data & AI career with 50 days of live learning, contests, hands-on challenges, study groups & certifications and more!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.