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vanessafvg
Community Champion
Community Champion

dynamically filter visual by current month?

Whats the best way to filter a visual to data from only the current month.   Would it be to create a measure filtering on latest month or is there an easier way?





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1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @vanessafvg,

 

You can simply to create a calculated table to filter data with today function, then use this new table as the source of visual.

 

Current Month = CALCULATETABLE(DateTable,FILTER(ALL(DateTable),FORMAT([Date],"mm yyyy")=FORMAT(TODAY(),"mm yyyy")))

 

4.PNG

 

Notice: original datetable contains date from 2015 to 2017, after above steps, it only contains current month data.

 

Regards,

Xiaoxin Sheng

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4 REPLIES 4
Anonymous
Not applicable

Hi @vanessafvg,

 

You can simply to create a calculated table to filter data with today function, then use this new table as the source of visual.

 

Current Month = CALCULATETABLE(DateTable,FILTER(ALL(DateTable),FORMAT([Date],"mm yyyy")=FORMAT(TODAY(),"mm yyyy")))

 

4.PNG

 

Notice: original datetable contains date from 2015 to 2017, after above steps, it only contains current month data.

 

Regards,

Xiaoxin Sheng

Anonymous
Not applicable

Hi tried the formula but got this error: "The expression refers to multiple columns. Multiple columns cannot be converted to a scalar value."

Here's my formula: Current Month = CALCULATETABLE(hd_backorders, FILTER(ALL(hd_backorders), FORMAT(hd_backorders[hd_estfulfillmentdate], "mm yyyy") = FORMAT(TODAY(), "mm yyyy")))

Hi everyone.

 

This functionality hasn't always been there, but if you have a proper formatted date column or better a dedicated date table, you can simply use the relative date filtering. See below:

 

Relative Date Filtering Power BIRelative Date Filtering Power BI

 

lalthan
Resolver II
Resolver II

Create a calculated column on your date table to identify current month and past month.

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