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firdaus62's avatar
firdaus62
Frequent Visitor
3 years ago
Solved

Filter only latest 3-month data

In power query, I want to limit the amount of data loaded into the model by only including new data within the last 3 months from the excel.  So far found this forums, however it doesnt work with my case.  Solved: Include only Latest 3 months of data - Microsoft Power BI Community

 

Example:

  • I want only the latest rolling 3 month:                                  1st April 2022 to 31st Jun 2022
  • But I get this when I follow the forums:                                Blank result.


I use this filter to filter the Production Month column to only load the latest 3 months data.
= Table.SelectRows(#"Renamed Columns", each Date.IsInPreviousNMonths([Production Month], 3))

For addition info,
- I have production data from Jan 2019 to Jun 2022

- my initial data was in excel format

- my final option is to just filter the excel by only put in the latest 3 month data, however in future when there is new month for new data, I need to replace the source of the excel with updated one manually.

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  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi firdaus62 ,

     

    Please try this.

    = Table.SelectRows(#"Changed Type", each [Date] > Date.AddMonths(Date.EndOfMonth(List.Max(#"Changed Type"[Date])),-3) and [Date] <= Date.EndOfMonth(List.Max(#"Changed Type"[Date])))

     

    All steps.

    let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("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", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Date = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Date", type date}}),
    #"Filtered Rows" = Table.SelectRows(#"Changed Type", each [Date] > Date.AddMonths(Date.EndOfMonth(List.Max(#"Changed Type"[Date])),-3) and [Date] <= Date.EndOfMonth(List.Max(#"Changed Type"[Date])))
in
    #"Filtered Rows"

    Best Regards,
    Gao
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

3 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Try this dax

    SalesLast3Months = CALCULATE(SUM(Sales[Amount]), DATESINPERIOD('Calendar'[Date], LASTDATE('Calendar'[Date]), -3, MONTH))

     

    Give a Kudos

    • firdaus62's avatar
      firdaus62
      Frequent Visitor
      3 years ago

      Hi & thanks for replying,

       Below is the table that I have, my intention is to filter the data just to show latest 3 months of data so that all my report will reflect to show the latest 3 months data.

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        3 years ago

        Hi firdaus62 ,

         

        Please try this.

        = Table.SelectRows(#"Changed Type", each [Date] > Date.AddMonths(Date.EndOfMonth(List.Max(#"Changed Type"[Date])),-3) and [Date] <= Date.EndOfMonth(List.Max(#"Changed Type"[Date])))

         

        All steps.

        let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("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", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Date = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Date", type date}}),
    #"Filtered Rows" = Table.SelectRows(#"Changed Type", each [Date] > Date.AddMonths(Date.EndOfMonth(List.Max(#"Changed Type"[Date])),-3) and [Date] <= Date.EndOfMonth(List.Max(#"Changed Type"[Date])))
in
    #"Filtered Rows"

        Best Regards,
        Gao
        Community Support Team

         

        If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

        How to get your questions answered quickly --  How to provide sample data in the Power BI Forum