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pfarahani
Helper II
Helper II

calculation using current month

Hi All,

 

Is there a way to calculate a simple measure like, total count of something (filings) but in a way that it dynamically updates with the current month of the data. For example, I have this measure in a visual card, and right now it displays total filings for July 2021, when the data comes in for August, the card will update automatically and display the total for August, then eventually September when that data comes in, etc......

 

 

1 ACCEPTED SOLUTION

Hi Greg, @Greg_Deckler I am having success with this:

 

Value on Last Year/Month =
CALCULATE(
COUNT( 'JBSIS Probate Filings'[Case Number] ),
FILTER( 'JBSIS Probate Filings', 'JBSIS Probate Filings'[Report Year Month] = MAX( 'JBSIS Probate Filings'[Report Year Month] ) )
)

View solution in original post

5 REPLIES 5
Greg_Deckler
Super User
Super User

@pfarahani So generally, the way this is done is to create a calculated column like the following:

 

Column IsCurrentMonth = 
  VAR __Today = TODAY()
  VAR __CurrentYear = YEAR(__Today)
  VAR __CurrentMonth = MONTH(__Today)
  VAR __Year = YEAR('Table'[Date])
  VAR __Month = MONTH('Table'[Date])
RETURN
  IF(__Year = __CurrentYear && __Month = __CurrentMonth,1,0)

Column IsCurrentMonth Alternate =
  VAR __CurrentEOMonth = EOMONTH(TODAY(),0)
  VAR __EoMonth = EOMONTH([Date],0)
RETURN
  IF __EoMonth = __CurrentEoMonth, 1, 0)

 

Then you can filter your visual on this column = 1


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DAX is easy, CALCULATE makes DAX hard...

Hi Greg, @Greg_Deckler  - my bad, I looked more closely at the data in this dashboard, its a little but different. There is this filings table, I am trying to create a measure to count total filings based on the last/max month-year in this dataset, which right now is December of 2019

pfarahani_0-1627574487292.png

 

@pfarahani OK, how about this one:

Column IsCurrentMonth = 
  VAR __MaxYear = MAX('Table'[Report Year])
  VAR __MaxMonth = MAXX(FILTER('Table',[Report Year] = __MaxYear),[Report Month])
RETURN
  IF([Report Year]=__MaxYear && [Report Month]=__MaxMonth,1,0)

@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

Hi Greg, @Greg_Deckler I am having success with this:

 

Value on Last Year/Month =
CALCULATE(
COUNT( 'JBSIS Probate Filings'[Case Number] ),
FILTER( 'JBSIS Probate Filings', 'JBSIS Probate Filings'[Report Year Month] = MAX( 'JBSIS Probate Filings'[Report Year Month] ) )
)

@pfarahani Yep, I can see how that would work too!


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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