Dynamic Title with month name and year

[atasgao]

Hello, 

So, I want to create a title with a condition where if the current date >= 15 of the month then show last month(ie Nov) else show the last to last month (October) and the year 2021. 

With the below formula Month= FORMAT ( Month(TODAY ()) <= IF (TODAY() >= 15, Month(NOW())-1,Month(NOW())-2),"MMMM") the output is december. 

Thanks, 

Aakanksha

[ryan_mayu]

@atasgao 

pls try this

Month2 = if(day(today())>=15,FORMAT(EDATE(today(),-1),"mmmm"),FORMAT(EDATE(today(),-2),"mmmm"))

[atasgao]

@ryan_mayuThanks. It works fine how to add year to it like November 2021 

[ryan_mayu · Accepted solution]

@atasgao 

you can try this

Measure = 
VAR last=EDATE(today(),-1)
VAR last2=EDATE(today(),-2)
RETURN if(day(today())>=15,FORMAT(last,"mmmm")&" "&year(last),FORMAT(last2,"mmmm")&" "&year(last2))

[atasgao]

@ryan_mayu Thank you! It worked. 

[atasgao]

@ryan_mayu Can you help me with this how do I add as of date and the same logic till 15 of this month it should show October date ie("As of 10/29/2021") and after 15 it should show the november date ("As of 11/30/2021"). 

Trying to learn the date dax.

Thanks. 

[ryan_mayu]

@atasgao 

why 10/29/2021, not 10/31/2021?

Measure = 
VAR last=EOMONTH(EDATE(today(),-1),0)
VAR last2=EOMONTH(EDATE(today(),-2),0)
RETURN if(day(today())>=15,last, last2)

[atasgao]

@ryan_mayu  Yes! typo it should be last date of the month 10/31/2021 or 11/30/2021. The formula give the 11/16/2021.

I would like to display it like the below image 

[ryan_mayu]

@atasgao 

just updated the DAX. pls double check

measure = 
VAR last=EOMONTH(EDATE(today(),-1),0)
VAR last2=EOMONTH(EDATE(today(),-2),0)
VAR _date= if(day(today())>=15,last, last2)
return "As of" & " "&_date

[atasgao]

@ryan_mayu  Perfect! it works. Thanks

[ryan_mayu]

you are welcome

[atasgao]

@ryan_mayu  Hey! I am struggling with the dates. Could you please help me. 

On the 8th business day of a month onwards I would like to show the data till last month and before the 8th business day I would like to show the data for the month before the last month. 

The formula I am using here 

CurrentDate = TODAY()
MonthBack_1 = Date( YEAR(DimDate[CurrentDate]-25),MONTH(DimDate[CurrentDate]-25),01)
MonthBack_2 = Date( YEAR(DimDate[CurrentDate]-60),MONTH(DimDate[CurrentDate]-60),01)

EightBusinessday = CALCULATE(MIN(DimDate[Day]),Filter(DimDate, DimDate[CurrentMonthBusinessDay]=8 ))

M_YTDBudget = CALCULATE([M_AnnualBudgetByMonth],FILTER(ALL( DimDate[Month] ), DimDate[Month] <= IF(Day(Now())<EightBusinessday, MAX(Dimdate[monthBack_2]), MAX(Dimdate[monthBack_1]))))

This M_YTD is giving me data for all the months. 

Thanks, 

Aakanksha

[ryan_mayu]

@atasgao 

the new question is different the previous one. The previous one is only to show date. the current one is including calculation.

Could you pls provide the sample data and expected output?

[atasgao]

@ryan_mayu  Sure,  here is the data. 

ProjectName	Month	Budget
New Clinic Project	1	0
New Clinic Project	2	115
New Clinic Project	3	247
New Clinic Project	4	170
New Clinic Project	5	113.5
New Clinic Project	6	120.5
New Clinic Project	7	192.5
New Clinic Project	8	284.69
New Clinic Project	9	400.06
New Clinic Project	10	303.56
New Clinic Project	11	319
New Clinic Project	12	126.57

Attaching a screenshot - where the end date is showing 11/30/2021. and if I select the EightBusinessday as 15 then the date is 1/24/2022 So, the data should populate till the 11/30/2021 and not till december month. And after 1/24/2022 the data will show till Dec 

Now, the data is populating for all the months if I use.  I want to filter out the YTD data for till the month of nov.  

Any idea how can I achieve that? 

Please let me know if you need more info from my end. 

Thanks

[ryan_mayu]

@atasgao 

here is a workaround for you

Measure = 
VAR enddate=month(eomonth(today(),-2))
return if(max('Table'[Month])=enddate,1,0)

add this measure to visual filter and set value is 1

[atasgao]

@ryan_mayu  Sorry, But I want to show the data  from Jan to Nov and after 15 business day I want to show the data from Jan to dec

[ryan_mayu]

@atasgao 

i don't have your full data, so I assume you can get the business day.

just update the previous measure and add the workday condition in IF function

Measure = 
VAR enddate=month(eomonth(today(),-2))
return if(max('Table'[Month])<=enddate,1,0)