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RiniMaria's avatar
RiniMaria
Frequent Visitor
3 years ago
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Date Filter

Hello,   I have a table which has information always for the last 12months (rolling months). This table is refreshed every month. I need to be able to filter this table two ways in Power Query  - ...
  • BA_Pete's avatar
    BA_Pete
    3 years ago

     

    That's perfect, thanks.

    I'd add a relative month column to your data in Power Query, something like this:

    RelativeMonth =
    ( Date.Year([Time]) * 12 + Date.Month([Time]) )
    - ( Date.Year(DateTime.LocalNow()) * 12 + Date.Month(DateTime.LocalNow()) )

     

    This should give you a column that contains the values -1 to -12 which can then be easily used in either M or DAX to grab any month you want. For example:

    // EarliestThreeMonths_M
    List.Contains({-12, -11, -10}, [RelativeMonth])
    
    // EarliestThreeMonths_DAX
    YourTable[RelativeMonth] IN {-12, -11, -10}
    
    // LatestThreeMonths_M_DAX
    [RelativeMonth] >= -3
    
    // MiddleFourMonths_M
    List.Contains({-5, -6, -7, -8}, [RelativeMonth])
    // or
    [RelativeMonth] >= -8 and [RelativeMonth] <= -5
    
    // and so on...

     

    Pete