power query: current year to date versus previous year for the same period

[Syndicate_Admin]

Hello

I have a 2 year sales table (previous year to this day).

Example: today is 22/01/2022

I want to filter in power Query the column "FECHA_VENTA" in such a way to get only the sales from:

- from January 1 of the Current Year to Diadehoy/mesactual/current year (that is, from 01/01/2022 to 22/01/2022))

- and the same period but last year:

- from January 1 of the YearAnterior to Diadehoy/mesactual/añoaPrevious (that is, from 01/01/2021 to 22/01/2021)

you can please help me to correctly put these conditions in the date filter

[v-rzhou-msft · Accepted solution]

Hi @Syndicate_Admin ,

Here I suggest you to create a custom column by M code and then filter your table by this column. DateTime.LocalNow can help you get today's datetime, it is dynamic.

M Code:

Custom Filter
=
if 
(
Date.Year ([FECHA_VENTA])= Date.Year ( DateTime.LocalNow()) 
or

Date.Year ([FECHA_VENTA]) = Date.Year ( DateTime.LocalNow()) -1 
)

and 

Date.Month([FECHA_VENTA]) <= Date.Month (DateTime.LocalNow()) 

and

Date.Day([FECHA_VENTA]) <= Date.Day (DateTime.LocalNow()) 

then "Ture"

else "False"

Then select "True" in [Custom Filter] column.

Best Regards,
Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[vanessafvg]

I am not sure you can do this in power query.   Can you just bring back the last 2 years data and then  manage  the last year and this year combinations using dax in your measures?

you could probably create a function to do this but i think it would be a custom function.