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vanessafvg
Super User
Super User

dynamically filter visual by current month?

Whats the best way to filter a visual to data from only the current month.   Would it be to create a measure filtering on latest month or is there an easier way?





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v-shex-msft
Community Support
Community Support

Hi @vanessafvg,

 

You can simply to create a calculated table to filter data with today function, then use this new table as the source of visual.

 

Current Month = CALCULATETABLE(DateTable,FILTER(ALL(DateTable),FORMAT([Date],"mm yyyy")=FORMAT(TODAY(),"mm yyyy")))

 

4.PNG

 

Notice: original datetable contains date from 2015 to 2017, after above steps, it only contains current month data.

 

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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4 REPLIES 4
v-shex-msft
Community Support
Community Support

Hi @vanessafvg,

 

You can simply to create a calculated table to filter data with today function, then use this new table as the source of visual.

 

Current Month = CALCULATETABLE(DateTable,FILTER(ALL(DateTable),FORMAT([Date],"mm yyyy")=FORMAT(TODAY(),"mm yyyy")))

 

4.PNG

 

Notice: original datetable contains date from 2015 to 2017, after above steps, it only contains current month data.

 

Regards,

Xiaoxin Sheng

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

Hi tried the formula but got this error: "The expression refers to multiple columns. Multiple columns cannot be converted to a scalar value."

Here's my formula: Current Month = CALCULATETABLE(hd_backorders, FILTER(ALL(hd_backorders), FORMAT(hd_backorders[hd_estfulfillmentdate], "mm yyyy") = FORMAT(TODAY(), "mm yyyy")))

Hi everyone.

 

This functionality hasn't always been there, but if you have a proper formatted date column or better a dedicated date table, you can simply use the relative date filtering. See below:

 

Relative Date Filtering Power BIRelative Date Filtering Power BI

 

lalthan
Resolver II
Resolver II

Create a calculated column on your date table to identify current month and past month.

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