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CMSGuy
Helper III
Helper III

Have a visual show future month data

I have this visual that will display any comments made in a record for an employee.  The page filters by Year, Month, and Employee.  This works fine.  However, I want this comment visual (it is a very simple matrix) to show any comments made for the next month.  The reason is the field leaders will comment on an employee's prior month performance.  I hope this makes sense.  I just cannot figure out the Dax (or filter setting) to accomplish this.  Here is a visual.  In this example, the comment was entered on August 2 for this employee's July performance.  We would like that to show on the July report.  And there should be only ONE Field leader comment per employee per month.

 

Untitled.png

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@CMSGuy , assume the comment table has a date and that is joined with the common date table

 

next month comment  =

calculate(lastnonblank(Comment[Comment], "NA"), nextmonth('Date'[Date]))

 

Previous month comment  =

calculate(lastnonblank(Comment[Comment], "NA"), Previousmonth('Date'[Date]))

 

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

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2 REPLIES 2
CMSGuy
Helper III
Helper III

Thank you!

amitchandak
Super User
Super User

@CMSGuy , assume the comment table has a date and that is joined with the common date table

 

next month comment  =

calculate(lastnonblank(Comment[Comment], "NA"), nextmonth('Date'[Date]))

 

Previous month comment  =

calculate(lastnonblank(Comment[Comment], "NA"), Previousmonth('Date'[Date]))

 

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

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