Forum Discussion
Monthly report query
Hello,
I'm creating a power query for a co-worker. They run a report every month and complete same the tasks to that document each time. I have the query working how I need it with the current source. How do I get it to work the same way with the next month's data? I've tried copying the Query and pasting it into the next document but still have to change the source. Is there a better way? I would like to make easy for them and not too many steps.
4 Replies
Both Power Query and DAX have functions to sense what "today" is. In DAX it is actually called TODAY(). You can use these functions to set the report filters, or to modify the data source queries.
Depending on the amount of data you may also want to give them the option to look at historical data (prior months). That means you may not even need separate files. What is the data source for your report?
The report is exported into an excel document.
