I want to retain current month's output to use as a value for all succeeding future months.
I've been stuck with this problem for three days already. I've tested multiple date and time intelligence functions to store the output of today's month but all have failed. What I want to happen is that regardless of what the value of the Numerator and Denominator is in the succeeding months, the output to be shown in the succeeding months should be the same as the output given on today's month. For example, since the month today is May 2025, I want the output of Numerator/Denominator in the succeeding months to be the same. Something like the sample shown in the image. Summary of the premise: Today is May For the month of May, and previous, I want Output = Numerator/Denominator. For any month after May I want Output = 67.16% General case: If Date Period is equal to or prior to Current Period, Output = Numerator/Denominator. Else; If Date Period is after Current Period, Output = Numerator of Current Period/Denominator of Current Date PeriodDate Filters
I am trying to get a massive switch statement to filter dates dynamically and I do not know if this is possible. I have three main date calculations. CurrentDatePeriod,PriorDatePeriod, and AsOfDate. CurrentDatePeriod and PriorDatePeriod are booleans which look at the date comparison value and either say true or false depending if the calender date is in the selected time frame. For example, the value last month vs prior month has been chosen. The AsOfDate shows that 11/2/2024 is the end of the month. This logic works fine but i run into some issue when trying to get it to work with other data tables. First issue: I would like to be able to place the measure: currentDatePeriod or PriorDatePeriod on the filter view and set it to true or false but PowerBI does not seem to be able to handle this. Second Issue: How can I get this logic to work with my fact sales table so I can create calculations such as total_customers_CP = IF([currentDatePeriod],[total_customers],BLANK()). My sales table is not reacting to the date filter calculations. Data model: Do I need to make the date comparison table a parameter then add that to my currentdateperiod,priordateperiod,and asofdate calculations. let me know if you need further advice. I have pasted a link to an example workbook for anyone who wants to try and solve the problem. Greatly appreciate the help.PowerBI Date Logic
