Keep the N highest/lowest value

[AtoBI]

Good Morning All,

I have a sales export file from SAP, which I wonder why they put this layout but anyway

I have managed to do some transformations and I have now a column with the Year, Month, Month Number

My goal is to have the sales for the latest three month of the current year, compared to the same three month the year before

My sales export is back to November 2021

What I did :

I used Record.Field along with Table.Max to get the highest value in my column Year and I did the same to get the Year -1

Now I would like to keep the latest three months but am not sure how to do it 

Overall, if you have a suggestion to help me to reach my goal I'll be happy

Daniel

[ronrsnfld · Accepted solution]

To get the numbers of this year past 3 months and last year past three months you can create a custom filter to be used with Table.SelectRows.

Assuming you have a "Date" column, something like:

//create custom filter
//current "last three months"
    dtCurrentEnd = Date.From(Date.StartOfMonth(DateTime.LocalNow())),
    dtCurrentStart = Date.From(Date.AddMonths(dtCurrentEnd,-3)),
//previous year same three months
    dtPrevEnd = Date.AddYears(dtCurrentEnd,-1),
    dtPrevStart = Date.AddYears(dtCurrentStart,-1),

//then filter the table
    yrToyr = Table.SelectRows(#"Changed Type", 
        each 
            ([Date] >=dtCurrentStart and [Date] < dtCurrentEnd) or 
            ([Date]>=dtPrevStart and [Date]< dtPrevEnd))

[AtoBI]

@ronrsnfld thanks for your solution it worked for me

@v-stephen-msft  thanks for your time and proposition. However, if am not mistaken, your solution works if I want to keep the last three months on a specific year. I wanted to keep the last three months of the current year and the same three months of the past year

Thanks all

[v-stephen-msft · Accepted solution]

Hi @AtoBI ,

You can filter the first three months data directly as follows.

Selcet 'In the Previous...'

Best Regards,

Stephen Tao

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

[ronrsnfld · Accepted solution]

To get the numbers of this year past 3 months and last year past three months you can create a custom filter to be used with Table.SelectRows.

Assuming you have a "Date" column, something like:

//create custom filter
//current "last three months"
    dtCurrentEnd = Date.From(Date.StartOfMonth(DateTime.LocalNow())),
    dtCurrentStart = Date.From(Date.AddMonths(dtCurrentEnd,-3)),
//previous year same three months
    dtPrevEnd = Date.AddYears(dtCurrentEnd,-1),
    dtPrevStart = Date.AddYears(dtCurrentStart,-1),

//then filter the table
    yrToyr = Table.SelectRows(#"Changed Type", 
        each 
            ([Date] >=dtCurrentStart and [Date] < dtCurrentEnd) or 
            ([Date]>=dtPrevStart and [Date]< dtPrevEnd))