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Anonymous
Not applicable

Measure to visualise total asset balance of the most recent full month vs end of last previous years

‎09-11-2018 09:29 PM

Hi,

 

I'm really new to Power Bi and not very good at DAX yet so I was hoping someone might be able to help me.

 

I'm trying to create a visualisation of total asset balance in the most recent full month (e.g. August 2018) dynamically (so if today is October, I will have a bar for September 2018 rather than August 2018) vs end of last previous years (i.e. as at December of each year). So something like the chart attached.  

 

I was able to use the quick measure Filtered value function to only filter the sum of all assets for the month of December. So I have the previous years sorted. However, I need to sort of insert another bar for the most recent full month for this year.

 

Any ideas how I can make this work?

 

Thanks

CUR

Asset balance comparison chart.png

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v-shex-msft
Community Support
Community Support
In response to Anonymous

‎10-04-2018 02:30 AM

Hi @Anonymous,

 

You can try to use below measure:

Measure =
VAR currDate =
    MAX ( 'Assets by Year and Type'[Date] )
RETURN
    IF (
        MONTH ( currDate ) = 12
            || FORMAT ( currDate, "mm/yyyy" )
                = FORMAT ( DATE ( YEAR ( TODAY () ), MONTH ( TODAY () ) - 2, 1 ), "mm/yyyy" ),
        CALCULATE (
            SUM ( 'Assets by Year and Type'[Assets running total in ValDate] ),
            FILTER (
                ALLSELECTED ( 'Assets by Year and Type' ),
                FORMAT ( [Date], "mm/yyyy" ) = FORMAT ( currDate, "mm/yyyy" )
            ),
            VALUES ( 'Assets by Year and Type'[Type] )
        )
            + 0
    )

 10.PNG

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

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Test file.pbix
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