Filter only latest 3-month data

[firdaus62]

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.

[Umang]

Try this dax

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

Give a Kudos

[firdaus62]

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.

[v-cgao-msft · Accepted solution]

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!

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