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parry2k
Super User
Super User

How to show data in dashboard for current month

Hello,

 

I created a dashboard to display sales by month. I have scheduled refresh for the data source but I want my dashboard to show sales by month for last 3 months. 

 

What I need to do in dashboard to automatically show data for current month + last 2 months instead of user has to filter and then pin on the dashboard.

 

I'm sure there is a way and need help.


Cheers,

P



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1 ACCEPTED SOLUTION
Rémi
Resolver III
Resolver III

Hi,

 

You have to create an intermediate measure :

Date difference = NOW() - MAX( [Date] )

Then you put a filter :

Date difference < 90

And you will have your data of the last three months.

View solution in original post

10 REPLIES 10
imanzi
New Member

The way I set it up required a few dimensions:

 

Today = TODAY()

StartOfMonth = TODAY() - DAY('MyTable'[Today]) + 1

CurrentMonth = IF('MyTable'[Date] >='MyTable'[StartOfMonth] && 'MyTable'[Date] <= 'MyTable'[Today],1,0)

 

Metric Current Month = IF(ISCROSSFILTERED('MyTable' [Month]),SUM('MyDataTable'[Metric]),CALCULATE(SUM('MyDataTable'[Metric]),FILTER('MyTable','MyTable'[CurrentMonth]= 1)))

 

And the Metric Current Month should be giving you this months results.

WillT
Community Admin
Community Admin

You could use Q&A to generate your visuals - that supports filters like 'for this month' or 'in the last 2 months'. They'll be dynamically updated as time goes by.

We do want to bring these capabilities to the Report view as well! Stay tuned!
Rémi
Resolver III
Resolver III

Hi,

 

You have to create an intermediate measure :

Date difference = NOW() - MAX( [Date] )

Then you put a filter :

Date difference < 90

And you will have your data of the last three months.

Anonymous
Not applicable

Hello,

 

The filter is available as a date format only. I am unable to select the date difference as < 90 days.

 

Can you help me?

 

Thank you

J

You got any answer to this? I have the same question.

It's possible to use DATEDIFF function:

 

Date difference = DATEDIFF(MAX(Mytable[Date]);TODAY();DAY)

Anonymous
Not applicable

@tgsteine

No, I am sorry.

Anonymous
Not applicable

Hello,

 

It is not clear to me how would I use the filter.

 

I was able to create the new measure.

djnww
Impactful Individual
Impactful Individual

Thanks for the great tip, @Rémi

 

I'm kicking myself for not thinking of this workaround solution.

 

- Daniel

Enrico
Frequent Visitor

We are here in the service forum, not dekstop.

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