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manojk_pbi
Helper V
Helper V

Filter Value based on the previous month

Hi ,

I tried with many options using the references but could not succed.

I have single table having budget and forecast values defined for entire year. I would like present the previuos months budget in a card for the current month. I am not able to get the proper measure. The number should change if any other dimensions selected from the same table. Expecting the measure should display Jul data.

1/1/202517.904377
2/1/202523.78735597
3/1/202552.4587239
4/1/202582.80433085
5/1/2025106.7567672
6/1/2025119.5485513
7/1/2025177.8264148
8/1/2025342.5431403
9/1/2025373.3442172
10/1/2025379.1886683
11/1/2025654.981763
12/1/2025746.7441488
1 ACCEPTED SOLUTION
Greg_Deckler
Community Champion
Community Champion

@manojk_pbi So like this?

Previous Month's Budget =
  VAR __Month = MONTH( TODAY() )
  VAR __Year = YEAR( TODAY() )
  VAR __Date = DATE( __Year, __Month, 1 )
  VAR __Result = MAXX( FILTER( ALL( 'Table' ), [Date] = __Date ), [Budget] )
RETURN
  __Result


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View solution in original post

3 REPLIES 3
v-lgarikapat
Community Support
Community Support

Hi @manojk_pbi , 

Thanks for reaching out to the Microsoft fabric community forum.

@Greg_Deckler  , 

Thanks for your prompt response

@manojk_pbi 

I wanted to follow up and confirm whether you’ve had a chance to review the information  shared by @Greg_Deckler  If you have any questions or need further clarification, please don’t hesitate to reach out.

If you're still encountering any challenges, feel free to let us know we’d be glad to assist you further.

Looking forward to your response.

Best regards,
Lakshmi

Hi @manojk_pbi ,

 

We haven’t heard back from you regarding our last response, so I just wanted to check in to see if you were able to resolve the issue. If you have any further questions or need assistance, please feel free to let us know.

Best Regards,

Lakshmi

Greg_Deckler
Community Champion
Community Champion

@manojk_pbi So like this?

Previous Month's Budget =
  VAR __Month = MONTH( TODAY() )
  VAR __Year = YEAR( TODAY() )
  VAR __Date = DATE( __Year, __Month, 1 )
  VAR __Result = MAXX( FILTER( ALL( 'Table' ), [Date] = __Date ), [Budget] )
RETURN
  __Result


Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

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