Future Date Filtering

[Anonymous]

Hi,

Im looking for some help with creating a filter to apply to my report.

I have a field called DUEDATE and i want to filter my report results to show only where the DUEDATE is in the next 3-6 months.

For example if today is 28/10/2020 i want the report to only show due dates that are due in the next 3-6 months so from 28/01/21 to 28/04/21

I have created one report already which was a report that only shows DUEDATE in the next 3 months which i used the relative date filter (easy enough) but its the 3-6 month and 6-12 month reports im finding difficult.

Any help would be apprechiated

Thanks

Alex

[v-yingjl]

Hi @Anonymous ,

You can try to use EDATE() function to create a control visual measure, set its value as 1 and put it in the visual filter:

Measure =
IF (
    SELECTEDVALUE ( 'Table'[Date] ) >= EDATE ( DATE ( 2020, 10, 28 ), 3 )
        && SELECTEDVALUE ( 'Table'[Date] ) <= EDATE ( DATE ( 2020, 10, 28 ), 6 ),
    1,
    0
)
// the date in the edate() function can be any and today(), depends on your need, this is just an example

Attached a sample file in the below, hopes to help you.

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

[Anonymous]

Hi, Thanks for this.

This is working and when i apply the filter to equal '1' it is showing the dates that are 3-6 months from 28/10/20.

Instead of inputting a specific date into the EDATE how would i apply the date to just be TODAY as this would then constantly change the filter everyday as i would like this to be used for a long time so as a tender expected date ages it moves from 0-3, 3-6, 6-12 so on and so forth.

Basically how do i get the date to just be from today instead of 28/10/20.

Thanks very much for your help this has been frustrating to get the right solution

Alex

[v-yingjl · Accepted solution]

Hi @Anonymous ,

As my previous note in the formula, you can use today() function to replace the specific date in the formula:

Measure = 
IF (
    SELECTEDVALUE ( 'Table'[Date] ) >= EDATE ( TODAY(), 3 )
        && SELECTEDVALUE ( 'Table'[Date] ) <= EDATE ( TODAY(), 6 ),
    1,
    0
)

Result:

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

[Anonymous]

Thanks very much. I think this is now working exactly how i need it to. Out of curiosity how does the measure know to choose the month and not the day or year?

Also i can use the same measure to create another filter for date in the next 6-12 and 12-18 just by copying this measure and changing the 3 and the 6 to 6 and 12?

Thanks

Alex

[v-yingjl]

Hi @Anonymous ,

"Out of curiosity how does the measure know to choose the month and not the day or year?"

This is how EDATE() works, it returns the date that is the indicated number of months before or after the start date. You can refer my first post link about this function which introduces it in details.

"Also i can use the same measure to create another filter for date in the next 6-12 and 12-18 just by copying this measure and changing the 3 and the 6 to 6 and 12?"

If the date is not above the power bi limitatio, you are right.

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

[Anonymous]

Hi,

I have just applied the following mesure for 12-36 months and it doesnt seem to be working. Does this have a limit on what months it can go from and to?

[Anonymous]

Thanks very much this works perfect

[amitchandak]

@Anonymous , Try like

measure =
var _max1 = maxx(allselected(Date),Date[Date])
var _max = date(year(_max1), month(_max1)+6, day(_max1))
var _min = date(year(_max1), month(_max1)+3, day(_max1))
return
calculate([Measure],filter(Date, Date[Date] >=_min && Date[Date] <=_max))

[Anonymous]

Hi @amitchandak ,

Thanks for your reply.

I was recieving errors below where its highlighted in bold:-

measure =
var _max1 = maxx(allselected(Date),DUEDATE[DATE],
var _max = date(year(_max1), month(_max1)+6, day(_max1))
var _min = date(year(_max1), month(_max1)+3, day(_max1))
return
calculate([Measure],filter(Date, Date[Date] >=_min && Date[Date] <=_max))