On current selection of filter should show last 12 month data

[Anonymous]

I have two filter in report, one for fiscal year & other for fiscal month. On current selection of fiscal year & fiscal month, the entire page should last 12 month of data. Suppose if I choose "Jan" as fiscal month & "2017" as fiscal year then it must show previous 12 month of data from fiscal month Jan 2017. Please Guide...

Thanks in advance.

[v-frfei-msft · Accepted solution]

Hi @Anonymous,

Based on my test, we can take the following steps to meet your requirement.

1. Enter the data as you described, and create a new column.

Yearmonth = YEAR(Table1[date])*100+MONTH(Table1[date])

2. Create a YearMonth table and add an index column

distime = DISTINCT(Table1[Yearmonth])

MonthIndex = 
VAR MonthRow = distime[YearMonth]
RETURN
    CALCULATE (
        DISTINCTCOUNT ( distime[YearMonth] ),
        FILTER ( distime, 'distime'[YearMonth] <= MonthRow )
    )

3. Create the three measures as below.

monthtocheck = CALCULATE(MAX(distime[MonthIndex]),ALLSELECTED('Calendar'[YearMonth]))

SelectMonthIndex = 
    CALCULATE (
        MAX ( distime[MonthIndex] ),
        FILTER (ALL(distime), (SELECTEDVALUE(FY[Year])*100+SELECTEDVALUE('Month'[month]))=distime[YearMonth]))

Previsou 12 = IF(AND([monthtocheck]>[SelectMonthIndex]-12,[monthtocheck]<=[SelectMonthIndex]),1,0)

4. Create a table visual and filter the table making the Previsou 12 is 1. Then we can get the result as below.

For more details, please check the pbix as attached.

https://www.dropbox.com/s/y4pcfw8kburinob/On%20curren2.pbix?dl=0

Regards,
Frank

[Anonymous]

Thanks for the solution.

I need one more help:

1. On another page, I have Fiscal year filter, on a current selection, it must show selection fiscal year data & previous two fiscal years of data.

2. On another page, I want a Fiscal quarter filter such that, on a current selection, it must show the selected fiscal quarter as well as previous three-quarters data.

I'm sharing you .pbix file:

https://www.dropbox.com/s/any7ernb6sz14x1/Test.pbix?dl=0