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Anonymous
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How to fix the previous month dataset figure without being changed in subsequent monthly data refres

Hi Power BI guru,

 

I finised developed a report successfully last month and moved to production.

The problem arised this month when I performed data refresh and one of my report object, which track past month to month figure had been changed. This is not allow because the previous month figure should remain the same.

 

Problem is because I have a logic to determine the compliance status of a vehicle. The 3rd if statement check if the "Status Reqistration Expir" date is before TODAY's DATE, then the assigned to "Non-compliant"

condition.JPG

 

Hence, when I refresh the report last month on June 3rd 2019 with dataset Nov 2018 to June 2019, the report shown....

June.JPG

 

If I run this report on today date 06/08/2019 (still based on the same dataset (Nov 2018 to Jun, i.e. November 2018 to July 2019), the output of this report become….

July.JPG

 

Question: how do you make use M query to ensure when I compare the "Status Reqistration Expir" date is before TODAY's DATE, the past monthly figure remain the same. Hence, if I refresh the report on 06/08/2019, this reporting view monthly figure still remain as the first figure? (FYI, the today's date keep changing).

 

Thanks.

Tuff

 

 

 

1 ACCEPTED SOLUTION

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Super User I
Super User I

Re: How to fix the previous month dataset figure without being changed in subsequent monthly data re

Hi @Anonymous ,

 

Is it possible to load sample data, pbix and output expected to Google / One Drive to formulate a solution.

 

What is the data source and modee of loading - Import or DirectQuery.

 

Cheers

 

CheenuSing

Did I answer your question? Mark my post as a solution and also give KUDOS !

Proud to be a Datanaut!

View solution in original post

3 REPLIES 3
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Helper I
Helper I

Re: How to fix the previous month dataset figure without being changed in subsequent monthly data re

Hai.,

 

Instead of today date ., you have to take max  date of every month.

you have to create calendar table then you have to arrive max date of every month like below measure.

 

DateToConsider = MAX('Calendar'[Date])

 

 
Highlighted
Anonymous
Not applicable

Re: How to fix the previous month dataset figure without being changed in subsequent monthly data re

Hi Siva,

 

The business requirements is based on today's date.

And this today's date of this month will be different to the date of previous month todays' date.

 

This is the problem. Do you know.

 

Regards,

Tuff

Highlighted
Super User I
Super User I

Re: How to fix the previous month dataset figure without being changed in subsequent monthly data re

Hi @Anonymous ,

 

Is it possible to load sample data, pbix and output expected to Google / One Drive to formulate a solution.

 

What is the data source and modee of loading - Import or DirectQuery.

 

Cheers

 

CheenuSing

Did I answer your question? Mark my post as a solution and also give KUDOS !

Proud to be a Datanaut!

View solution in original post

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