Set filter with previous month and export data in excel

[PBI_newuser]

Hi,

1. Is it possible to auto filter the previous month everytime the dataset is refreshed?

2. Can PBI service export the report in excel format and send automatically to certain people on monthly basis?

Thank you.

[Anonymous]

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@PBI_newuser wrote:

Hi,

1. Is it possible to auto filter the previous month everytime the dataset is refreshed?

2. Can PBI service export the report in excel format and send automatically to certain people on monthly basis?

Thank you.

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1. You can set the date field as a "relative date" filter, this way you can capture either the last month -1 or the 12 last month "calendar" meaning you have  only the data of the completed monthes showing in your report.

2. You can upload Excel visuals in the Power BI Service (see link below), so you can easily program an automatic email of the report from the service to export your Excel visuals

https://docs.microsoft.com/en-us/power-bi/create-reports/service-from-excel-to-stunning-report

Note: I don't think Power BI is able to convert automatically a Power BI report into an Excel report.

Hope this answer your questions.

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[amitchandak]

@PBI_newuser , Create a column like this in your date table and and select last month

Month Type = Switch( True(),
Date([Date]) = eomonth(Today(),-1),"Last Month" ,
Date([Date])= eomonth(Today(),0),"This Month" ,
format([date],"YYYY-MM")
)