cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
heytherejem
Post Prodigy
Post Prodigy

Creating DAX measures for current and previous calendar month

I'm having trouble with this! 

 

I have a measure to Count unique Invoices where the invoice status is "Submitted". I need this measure for the current reporting month and the previous reporting month. So I am thinking EOMONTH(TODAY()-1) and EOMONTH(TODAY()-2) would work.

 

However, whenever I add the EOMONTH filter, my measure produces entirely the wrong number. When when I add the -2 for Previous Month, it produces an identical figure to Current Month.

 

Any ideas?

 

Claims Current Month = 
CALCULATE(
DISTINCTCOUNT(
'DataMart'[Invoice Id]),
FILTER('DataMart',
'DataMart'[Invoice Status]="SUBMITTED"
&&
MONTH('DataMart'[Invoice Date])=EOMONTH(TODAY(),-1)
))

 

4 REPLIES 4
v-joesh-msft
Solution Sage
Solution Sage

Hi @heytherejem ,

If you only want to calculate the counts of "current month", "last month", "last before month "  by using the Dax, you could try the formula below.

Claims Last Month =
VAR current_month =
    MONTH ( TODAY () )
RETURN
    CALCULATE (
        DISTINCTCOUNT ( 'DataMart'[Invoice Id] ),
        FILTER (
            'DataMart',
            'DataMart'[Invoice Status] = "SUBMITTED"
                && MONTH ( 'DataMart'[Invoice Date] ) = current_month - 1
        )
    )
Claims Last Before Month =
VAR current_month =
    MONTH ( TODAY () )
RETURN
    CALCULATE (
        DISTINCTCOUNT ( 'DataMart'[Invoice Id] ),
        FILTER (
            'DataMart',
            'DataMart'[Invoice Status] = "SUBMITTED"
                && MONTH ( 'DataMart'[Invoice Date] ) = current_month - 2
        )
    )

Best Regards,
Community Support Team _ Joey
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

I cannot see why this isn't working, I did try a VAR myself with no change to the total, what it's giving me is the grand total but not the total for the month in question. I add a minus two to the end of the measure, and the number doesn't change. 

I have the month split in a matrix so I know what numbers I should be getting. 

I can't upload a sample dataset to this forum as I don't have the option. 

 

Hi @heytherejem ,

You need to have a cloud storage such as Onedrive or Google Drive where you can put your file. After that, you create a shareable link that you can insert in your post enabling people to download the file.

Best Regards,
Community Support Team _ Joey
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

amitchandak
Super User
Super User

 think it should be

MONTH('DataMart'[Invoice Date])=Month(EOMONTH(TODAY(),-1))

 

My personal preference is datesmtd. Example

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date Filer],-1,MONTH))))
last year MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date Filer],-12,MONTH))))

 

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!! !!
Dashboard of My Blogs !! Connect on Linkedin

Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!

Helpful resources

Announcements
UG GA Amplification 768x460.png

Launching new user group features

Learn how to create your own user groups today!

November Power BI Update 768x460.png

Check it Out!

Click here to read more about the November 2021 Updates!

M365 768x460.jpg

Microsoft 365 Collaboration Conference | December 7–9, 2021

Join us, in-person, December 7–9 in Las Vegas, for the largest gathering of the Microsoft community in the world.