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Regular Visitor
Posts: 28
Registered: ‎08-02-2017
Accepted Solution

Last Month's Data

Hi,

 

I've found that I can use the following to identify a rolling prior 1 month period:

 

Present Month Volume = CALCULATE(SUM('Totals'[USD Total Amount]),
DATESBETWEEN('Totals'[Trade Date],
Date(YEAR(EDATE(today(),-1)),MONTH(EDATE(today(),-1)),1),
EOMONTH(today(),-1)))

 

The issue is that my data runs not from today as indicated in the formula, but from a random final date, usually the last day of the prior month.  How should I adapt the formula to deliver the prior month's result?

 


Accepted Solutions
Highlighted
Moderator
Posts: 1,386
Registered: ‎03-06-2016

Re: Last Month's Data

@wooand,

 

my data runs not from today as indicated in the formula, but from a random final date, usually the last day of the prior month.

What exact result are you expecting? Is the “prior month’s result” refers to the results from “today” subtracting one month? (So the final day is “today”).

As I tested, I have got a trade date column like:
Capture1.PNGCapture2.PNG

Referring to your DAX, the final result becomes (the final day is 2017-12-31)

Capture3.PNG


So I assume it is not the result set you want. (screenshot above)

Hence, as a quick guess, I suggest you replace the

DATESBETWEEN('Totals'[Trade Date],
Date(YEAR(EDATE(today(),-1)),MONTH(EDATE(today(),-1)),1),
EOMONTH(today(),-1)))

With

DATESINPERIOD('Totals'[Trade Date], TODAY(), -1, MONTH)

Then I get result ended up “today()”
Capture4.PNG

 

Regards,

Charlie Liao

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All Replies
Highlighted
Moderator
Posts: 1,386
Registered: ‎03-06-2016

Re: Last Month's Data

@wooand,

 

my data runs not from today as indicated in the formula, but from a random final date, usually the last day of the prior month.

What exact result are you expecting? Is the “prior month’s result” refers to the results from “today” subtracting one month? (So the final day is “today”).

As I tested, I have got a trade date column like:
Capture1.PNGCapture2.PNG

Referring to your DAX, the final result becomes (the final day is 2017-12-31)

Capture3.PNG


So I assume it is not the result set you want. (screenshot above)

Hence, as a quick guess, I suggest you replace the

DATESBETWEEN('Totals'[Trade Date],
Date(YEAR(EDATE(today(),-1)),MONTH(EDATE(today(),-1)),1),
EOMONTH(today(),-1)))

With

DATESINPERIOD('Totals'[Trade Date], TODAY(), -1, MONTH)

Then I get result ended up “today()”
Capture4.PNG

 

Regards,

Charlie Liao

Regular Visitor
Posts: 28
Registered: ‎08-02-2017

Re: Last Month's Data

Many thanks Charlie, that works.