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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 ...
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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

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))

 

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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