Freeze The Previous Data Trend Bar Graph

[Stuznet]

Hi all,

I've been googling around how to lock or freeze the previous month trend data on the Bar Graph but no avail. 

What I want is freeze Actual in January, so the next cycle when I refresh the report will not impact the previous month (January)

I've created a dummy report

I appreciated your help.

[v-shex-msft]

HI @Stuznet ,

I modify your actual measure to add a condition to break calculation and grouped by current month name:

Actual =
VAR Test =
    CALCULATE (
        SUM ( Data[Unit Cost] ),
        FILTER ( ALLSELECTED ( Data ), Data[Month Num] <= MAX ( Data[Month Num] ) ),
        VALUES ( Data[Month] )
    )
RETURN
    IF ( MAX ( Data[Month Num] ) + 1 <= MONTH ( TODAY () ), Test, BLANK () )

Regards,

Xiaoxin Sheng

[Stuznet]

Hi @v-shex-msft,

Thank you for working on this for me, so, in theory, the measure you created it should stop adding the number to January when I refresh for the next cycle, is that right?

[v-shex-msft]

Hi @Stuznet ,

This formula will calculate until previous month of current date and they will filter by its row contents month.

Regards,

Xiaoxin Sheng

[Stuznet]

Hi @v-shex-msft 

Unfortunately, the method you provided doesn't work, it looks like changing the +1 <= Month more like masking them or hide it. So, I appended the data from last month and added a Saved Date column. 

I tried it this way, but I'm not getting any result.

Actual 2 = 
VAR Test =
    CALCULATE (
        [Actual],
        FILTER ( ALLSELECTED ( Data ), Data[Order Month Num] <= MAX ( Data[Order Month Num] ) ),
        VALUES ( Data[Saved Month] )
    )
RETURN
    IF ( MAX ( Data[Saved Month Num] ) + 1 <= MONTH ( TODAY () ), Test, BLANK () )

So,

January Actual, the Saved Date would be 2/1/2019.

February Actual, the Saved Date would be 3/12019.