Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
Hi there, I'm struggling to add a certain condition in power bi that returns financial fegures for only a certain months. I want to get the financial graphs for the last 3 months from the system date everytime I log in to my dashboard to check. E.g
System date = 1/1/2016 . Dashboard to show (October, November, December)
System date = 1/2/2016 . Dashboard to show (November, December, January) and so on.
You could build a date table and enrich it with some calculated column.
For example :
[Relative Date Offset] = INT([Date] - TODAY()) [Relative Date] = IF([Relative Date Offset]=0; "J "; "J " & IF([Relative Date Offset]>0; "+"; "") & [Relative Date Offset]) [Relative Month Offset] = ((12 * YEAR([Date])) + MONTH([Date])) - ((12 * YEAR(TODAY())) + MONTH(TODAY())) [Relative Month] = IF([Relative Month Offset]=0; "M "; "M " & IF([Relative Month Offset]>0; "+"; "") & [Relative Month Offset]) [Relative Week Offset] = INT(([Date] - (TODAY() - WEEKDAY(TODAY();2)+1))/7) [Relative Week] = IF([Relative Week Offset]=0; "W "; "W " & IF([Relative Week Offset]>0; "+"; "") & [Relative Week Offset]) |
You can modify this for your needs.
And use them as filter, slicer or just axis in your reports.
You should be able to use the rolling totals pattern or other technique from here:
http://www.daxpatterns.com/cumulative-total/
You could create a column in your data that essentially determines whether it is in the last 30 days, equals 1, between 30 and 60, 2 and between 60 and 90, 3. Then you could set your report filters for only values in that column that equal 1, 2 or 3. You would use the TODAY function like:
Last Three Months = IF(TODAY()-[Date]<=30,1,IF(TODAY()-[Date]<=60,2,IF(TODAY()-[Date]<=90,3,0)))
Then just filter out the 0's in the report or page filter area.
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
114 | |
99 | |
83 | |
70 | |
60 |
User | Count |
---|---|
150 | |
115 | |
104 | |
89 | |
65 |