Create filter with year to date (in months)

[diederd]

Hello all.

I'm looking to create a filter which which would automatically create a list of dates (in months) for the year to date. An example of this being:

January

February

.

.

July

In August; the list should automatically create a new entry for August.

Any thoughts as to how to go about completing this. I have a Date Table which has the relevant fields; however unable to create a suitable filter to provide the functionality I require.

Thank you in advance.

[Anonymous]

i have a problem. please help me

i have 2 slicer one for month and other for year.

and i have table

name ,designation startingdate

am,software,2011-06-22

am,sr software,2013-06-22

v,manager,2013-08-30

so if i select 07 and year 2012 

i should see 

am,software,2011-06-22     

as his designation doesnot change between this period

[Shantanu00007]

Is there any date column in your table. If yes then does it contains dates till july or above for july month ?

[Anonymous]

Hi

You may have to d osomething like this in DAX.

Go to Modelling -> New Table-> Try this

Dynamic_table = CALCULATETABLE(Table1,
                  FILTER(Table1,YEAR(Table1[Date]= YEAR(TODAY())  &&  
                                 MONTH(Table1[Date])<=MONTH(TODAY()))))

If this is what you want , then you can have just the required column.

Thansk
Raj

[diederd]

Rajendran

Thank you for your feedback; could you confirm as to what Table1 refers to? I do indeed have a date dimension table; which hopefully together with this calculatedtable should do the trick.

[Anonymous]

Yes, you can use the date table here.

Thanks

Raj

[diederd]

Thanks Raj

I've completed the steps below; unfortunately it's just created a duplicate of my date table (without the filtered criteria)

Dynamic Dates = CALCULATETABLE('Calendar',
FILTER('Calendar',YEAR('Calendar'[Date] = YEAR(TODAY()) && MONTH('Calendar'[Date]) <= MONTH(TODAY()))))

[Anonymous · Accepted solution]

Sorry, brackets issue. Try this.

Dynamic_table = CALCULATETABLE(Table1,FILTER(Table1,YEAR(Table1[Date])= YEAR(TODAY()) && MONTH(Table1[Date]) <= MONTH(TODAY())))

Thanks

Raj

[diederd]

Raj.

You absolute genius!! Thank you - that has worked.. I've spent all day trying to figure it out; thank you for your help on getting this resolved for me.

Much appreciated!