Dynamic Waterfall Comparing Current Period to Last Period with Breakdown

[bo_wang5]

I'm trying to create a visual which shows current month vs. last month's sales amount broken down by dealer.  This visual has to update on a monthly basis based on the current sales data's max date.  right now I'm filtering manually, there must be a better way to do this.  

[Icey · Accepted solution]

Hi @bo_wang5 ,

You can use a measure as a filter like so:

Measure =
VAR PreviousMonthStart =
    EOMONTH ( TODAY (), -2 ) + 1
VAR CurrentMonthEnd =
    EOMONTH ( TODAY (), 0 )
RETURN
    IF (
        MAX ( 'Table'[Date] ) >= PreviousMonthStart
            && MAX ( 'Table'[Date] ) <= CurrentMonthEnd,
        1
    )

Best Regards,

Icey

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[ahp-sig]

This doesnt seem to work in latest version of PBI anymore. Downloaded the file but it doesnt produce any results in the chart. ☹️