Data for last 3 months, but current month from yesterday

[Petter120]

Hi im trying to create a measure that display data from last 3 months but only from yesterday in current month.

Let say we have the total budget for jan - mar like this:

What i need the measure to display it like this:

I have worked with this measure but it is summarizing everything in march:

CALCULATE(SUM(P_Plan_Ras[Plan_Kton]), CALENDAR(DATE(YEAR(TODAY()) - 3,MONTH(TODAY()),DAY(TODAY())),TODAY()) 

Thanks
Petter 

[Jihwan_Kim · Accepted solution]

Hi,

Please correct me if I wrongly understood.

Please try the below.

The link to the pbix file is down below.

Budget MTD until today =

VAR untiltoday =

TODAY ()

VAR result =

CALCULATE (

SUMX (

FILTER (

ALLSELECTED ( 'Calendar' ),

[date] <= untiltoday

),

[Budget Total]

),

VALUES ( 'Calendar'[Month Name] )

)

RETURN

result

https://drive.google.com/file/d/18vb0hhFwyK2lt8fkCMchgClU0W5MhKaC/view?usp=sharing 

Hope it resolves your issue? 
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[v-jingzhang · Accepted solution]

Hi @Petter120 

I have another idea to use visual-level filters to realize the same goal. Suppose your budget data is based on daily data like below and have data in multiple years. You can add a column YearMonth in the table to use in filters and measures later.

Create a measure Flag to determine whether a month is in last three months. If it is, return the result 1.

Flag = 
VAR _startDate = EOMONTH(TODAY(),-3)+1
VAR _startYearMonth = YEAR(_startDate)*100+MONTH(_startDate)
VAR _currentYearMonth = YEAR(TODAY())*100+MONTH(TODAY())
RETURN
IF(SELECTEDVALUE('Table'[YearMonth])>=_startYearMonth && SELECTEDVALUE('Table'[YearMonth])<=_currentYearMonth, 1)

Put Month and Budget columns into the table as values, and add two fields Date and Flag into its visual-level filters. Filter the Date with Relative date in the last 3 months (not include today) and filter the Flag is 1.

Kindly let me know if this helps.
Community Support Team _ Jing
If this post helps, please Accept it as the solution to help other members find it.

[Petter120]

This way works as well 🙂

[Jihwan_Kim · Accepted solution]

Hi,

Please correct me if I wrongly understood.

Please try the below.

The link to the pbix file is down below.

Budget MTD until today =

VAR untiltoday =

TODAY ()

VAR result =

CALCULATE (

SUMX (

FILTER (

ALLSELECTED ( 'Calendar' ),

[date] <= untiltoday

),

[Budget Total]

),

VALUES ( 'Calendar'[Month Name] )

)

RETURN

result

https://drive.google.com/file/d/18vb0hhFwyK2lt8fkCMchgClU0W5MhKaC/view?usp=sharing 

Hope it resolves your issue? 
Did I answer your question? Mark my post as a solution!
Appreciate your Kudos, Press the thumbs up button!!

[Petter120]

Thank you works fine 🙂