Show last 6 months based on user single slicer selection

[@jonathanvanderberg4096]

This is the best solution for Rolling KPIs using a filter selection for month that I've seen. Thanks Alberto

[@charlenemarch3997]

Literally a lifesaver I have been messeing around with about a hundred measures, measued columns filters etcfor the past 2 days and this worked like a charm. THANK YOU!!!!

[@dillonpettigrew3241]

Thank you. I love that you move through the example step-by-step to help us understand how the calculation works.

[@YagobaKopa]

What a Couple! Always start up looking everywhere and always end up in the Italian place. Thanks So Much.

[@Cellyzaan]

This video was incredibly useful! I was trying to figure out how to have a dynamic KPI visual that has a rolling 12 month graph based on date slicer selection and this did the trick. Thank you very much!

[@christofferchamoun211]

How did you manage to Solve the rolling 12 sum? When you say rolling sum, do you mean the rolling sum for each month or does the rolling sum only for the months that are present in the visual? 😊

[@rogeriodornellas2115]

This is a great solution! I'm using and it works very well, the only issue is if there is no value in a period, it will skip the month instead of showing 0, in a table the result is even worse with a missing month, but thank you anyway! 😎

[@carlosaugustodelcastillona1105]

I applied this solution using a Sparkline for a KPI Card. It's really helpful and useful for my company. Thanks Alberto!

[@Moon_Rise6393]

I was wondering from past 2 days everyone explained but not explained every single steps to perform. Thank God you save my time and i got the solution now. Thanks a ton!!

[@preetamjawaria441]

Damn !! Thank you very much. Thrilled to understand the reason behind every single step.

[@champk996]

This is literally a life saver technique. Thank you soooo much for uploading such a great content

[@sumanth16782]

WOW!! explained in such detail so the implementation is absolutely clear - AMAZING Alberto!

[@MeirbhinOConaill]

This is wonderful. We struggle with Current month reports as using dates will hide PriorMth on the first few days of the month, where business wants to see PM sales until the day after the first Sales day to CurrentM. I do with the a [LastDayWithSales] measure & a binary date table calculated column as a filter. But this UX requires to unfilter the binary [Current month] filter then choose a date range. Your solution here is fantastic. Thank you so much

[@vincerocchi9083]

This is Fantstic Alberto!! Thank you for sharing! Very clear with excellent demonstration of steps and the (interim) results we should expect along the way. I have been looking for something similar (a 10 year rolling average) for a few weeks and you’ve answered a ton of my questions. I should be able to do what I need to now!!

[@davidjkyang]

Thank you for sharing in such a detailed step by step explanation. It is brilliant and it worked perfectly.

[@gonqq3140]

Once again.. Brilliant. You and your channel were my 2021's best find and I don't think anything will top that. Thank you !

[@namangarg7023]

Sir u r god of SQLBI...tks for contributing towards your small learners like me..

[@Grundraak]

Grazzie Alberto, for insurance loss ratio reporting with premium and claims and a loss ratio % this is an amazing solution. i spent most of the past 2 months trying to build this with a slicer and then trying to set dates back etc. i have stopped chasing, and can start implementing !!

[@PowerEliteStudio]

Thank you very much Alberto, some time ago I had to solve this scenario, however, this approach is much better and more elegant Amazing

[@lukesteen157]

Genius solution. This saved me so much trial and error! Thank you, Thank you, Thank you!!!!!

[@davidtawa8338]

Holy moly, thank you very much, you deserve more viewers, awesome content with amazing explanation!!

[@PeterKontogeorgis]

Your solutions are so elegant. Amazing work.

[@mcscunha]

EXCELENT! I loved this explanation.

[@saharlatifi3510]

Always finding solutions here! Thank you Alberto!

[@TafadzwaMundida]

Informative as always. One question if you would be so kind, how should I modify the code to work with a previous year sales measure?

[@leonsommers4648]

Thanks very much Alberto / SQLBI. I've been wanting to solve this conundrum for ages and here it is. Thank you for your clear explanation

[@workstuff8771]

Very grateful for this instructional video! It bugs me that PowerBI makes things that should seem so simple seem so complicated. In Tableau, things like this are accomplished in much less steps and with also very limited coding

[@ubonguttah]

Nice one. Always a Joy to see you breakdown DAX in simple terms

[@kot23]

Excellent video, so intructional and well-explained. Filter context is examined deeply and the reason for each filter manipulation becomes clear. This pattern will be certainly used with some modifications, thank you for this vid!

[@siddheshamrutkar8684]

Superb.. I cracked it what I was looking for and it was for only month end dates.. Great One Alberto.. 🙏👏

[@GGGMONEY555]

Thank you so much I've been looking for that for a loooong time and you are the first explaining it properly. Looks like i'm going to watch all your videos ;)

[@deepakgupta3192]

Great Video , Great Explanation , love it . thank you to come online and sharing . love all your videos ...Love Dax

[@damionc]

Wow. This solved my issue. Can I say WOW once again. You are the best.

[@abdulrehman56]

Awesome man ... you guys are simply Ninjas of Power BI

[@rohithkothaneth]

Awesome Alberto!! Thank you for explaining it so clearly and providing step by step explanation. If I want to show '0' for all the blank COUNTS across the last 12 months, is it possible? I tried to include COUNT('Cases'[Number]) + 0 also tried IF(ISBLANK('Cases'[Number]) ), 0, ('Cases'[Number])) in the CALCULATE section, but it is displaying all the months and not giving only for the last 12 months data set. It is not giving me the desired output.

[@samdresiksamdresik]

@rohithkothaneth Did you find a solution for this problem?

[@slimmammou893]

Alberto you are my hero, One favor : how it is possible to put in the same chart the YTD value, the last 3 months, the last 6 WEEKS & the last WTD day by days.

[@vijayansilambarasan9629]

Thank you so much! I followed your steps, and it works like magic. However, I have one small issue. For example, I set the view to display last 12 months, but sometimes 1 or 2 months do not have any data. I still want to visualize those months. How can I achieve this? Please advise.

[@kejmil1992]

You save my project at work! Thank you for this, well done!

[@SivaKumar-hg4ps]

Thank you for the great lecture sir. Sir, I have one doubt. Above this, it is very useful to see month-wise. I tried the above concept month-wise and it successfully worked. But if I filter by 'Date[Date] in sales amount by date wise in chart, it does not work. Will we be able to find date-wise information for the above concept, sir? For example, if I clicked June 2024 in Slicer, the table showed the last 3 month values. If I filtered by 'Date'[Date] in the date-wise sales amount in the chart, the matrix table did not show the date-wise filtered value. It shows only that month wise Value . Kindly, give me solution for this concept Sir.

[@helloworldtt9271]

marvelous!!! but why do i only see past 11 mths data when i also sort by another location slicer? thanks in advance for your advice!

[@ashishmohan4707]

Thank you Alberto, DAX Champion. :) This Channel helps me a lot. You are champion on DAX and post o through with your channel i am trying to get all your knowledge I have one query

[@KMF7955]

This is a super video!! I implemented it as best as I could, however, the 6 months & associated values are showing correctly, however, I'm getting all of the other months also, but they are showing as zero. Any tips on what could be happening would be greatly appreciated.

[@nareshkosuru1533]

Glad I found this video and am a big follower of your videos and articles. In this video exercise, how to bring MoM and QoQ based on months or quarters displayed when period is selected by the user. I am getting MoM measures for every month column which is wrong. Only latest months or quarters to be considered. My fiscal period is in rows.

[@sairam2933]

Excellent Explaining @alberto. can we group this to a Sales_Agent (Say) level ?. By following the approach in ethe video i'm able to get on a whole; when trying to break about at sales-agent level i'm able to see only the months when he made any sale; but looking for all the last 6 months even if there is no sale from him. thanks in advance

[@johansantacruz6464]

Awesome! Solutions to actual customer's requests.

[@Navsworld13]

Wait I didn't understand at 9:50min mark when you were debugging why you expected 184 rows. Can you explain that? Thank you in advance. Love the videos. Learned so much.

[@giangutierrez5109]

Thank you for this tutorial. I tried to use this showing previous days, it worked but it is including weekends. How can I skip these days so it won’t show on the graph?

[@justinwduff]

Excellent video, thank you so much! wondering if you are able to share way to show the previous 3 months and future 3 months... where your selected value is the "pivot" column of the chart. For example, I'd like to be able to see the revenue targets from the past N months and also the revenue targets for the next N months.

[@leo2life]

Grazie mille per la tua spiegazione! As always, excellent! Greetings from Brazil!

[@ArnaudSCHAER]

that's very helpful, thank you. HOWEVER. there's a big red warning flag you should mention, it caused me headaches : using group calculations not only REQUIRES you to not use automatic-measures on your visuals, or it will simply not work. But also, as soon as a group calculation is added to the model, automatic-calculations are no longer accessible for a new visual, requiring the user to ...... create a measure for every single data he wants to visualize !

[@SQLBI]

It is mentioned in our trainings and articles! www.sqlbi.com/calculation-groups/

[@Anculka96]

@@SQLBI Hello, are you aware of any other solution for showing last x months based on user single slicer selection, please? I do not use total, but amounts diveded per category and for that this solution by copying date table unfortunately does not work

[@sww5808]

Fantastic, the explanation of filter context is great. Thanks!

[@Sabrina-kq6en]

Holla Aberto, great explanation 👍But can you please explain how to create this slicer for the whole report 🙏 I try it since days 😢I Was not able to adopt it for the whole report - I hope you can help 🤗 A slicer where i chosse the Month and get the data from this month - 6 month.🥀

[@stephenellis8554]

This worked after checking out ~5 other solutions and made sense.

[@FredrikLindblad-yk2ul]

Excellent solution! I do have a question if you have a solution for if I for each month would like to show the sum of the Last 12 months i.e. like a trailing LTM for the last 12 months still only selecting a single month.

[@mariammamporia5392]

Thank you alberto, You literally saved me ! Keep the great work.

[@markanthonyarasa2396]

Hello Alberto, thanks for this very informative video! Just a question, you're displaying a calculated data in your example (Total Sales). I was trying to display volume (Distinct Count) per month to which I cannot implement the "CALCULATE" function. Would you be able to suggest what should I do?

[@humayunshahzad9181]

Incredibal .... Amazing Alberto.. Many thanks.. It helps alot in my project.

[@iira1311]

Thank you for the wonderful explanation. love your all videos but my Date field hierarchy gets removed which is creating problem for slicer, Any solution on that?

[@bentatlim]

Ciao Aberto, your video is amazing. All of them. Thank you for that. But i have a question. Instead of a fix month (here 6) i want the sale of the previous month of that year. This means. I choose in my slicer for example Mai 2022. And my Digramm should show me Jan 2022, Feb 2022, Mar 2022, April 22 ,Mail 2022 ....or i choose Mar 2022 , then my Digramm should show me Jan 2022 , Feb 2022 and Marc 2022. I would be very thankful, when you can solve my problem. Kindly Regards from Berlin.

[@SQLBI]

This video was about a specific issue, it seems you need time intelligence calculations: www.daxpatterns.com/standard-time-related-calculations/

[@vasudevpatil2309]

I am facing one challenge where I wanted to show the Current month value than Previous month value and then % change between these for multiple categorical variables, in columns in Table/Matrix visualization. I could get the last 2 months values using measure as you suggested above but then when I tried to get the % change in visual, it appeared for both of the months side by side and not after the 2 columns. I Want to create visuals like below e.g. Fund Category||Fund name||Nov2021||Oct2021||%change Next month it would automatically change to Fund Category||Fund name||Dec2021||Nov2021||%change

[@bostjanbrumec7174]

Thank you Alberto. The same solution works for the new sparkline feature!

[@mchopra1989]

Thanks for this useful video. Brilliant solution!! It works perfectly for me and best thing I got it at the right time. @Sqlbi Hope you will have a solution for the simple yet hard to find solution in DAX. I have a matrix table with metrics at the row and week ending date (calendar table) at columns. I want the latest week to come at the start but power BI put it in default ascending order. Please suggest. Thanks again!!

[@GSMonkey]

Great! Thank you for the solution, chatgpt wasnt much help here, i guess its too complicated :D Did it with weeks instead. Now the next problem is finding out how to make a "year to selected week" with the same slicer, where the year can change depending on which year the week belongs to.

[@GSMonkey]

Got it to work, if anyone should have the same need. Just an edit of the code from the video. Again thank you, would never have solved this alone. m__offeredYearToWeek = VAR RerefenceDate = MAX( 'Calendar'[date]) VAR FirstOfYear = DATE(MAX('Calendar'[weekBelongsToYear]),1,1) VAR NumberOfDays = INT(RerefenceDate - FirstOfYear)+1 VAR PreviousDates = DATESINPERIOD( 'Calendar previous'[date], RerefenceDate, -NumberOfDays, DAY ) VAR Result = CALCULATE( [m__callOffered], REMOVEFILTERS( 'Calendar'), KEEPFILTERS(PreviousDates), USERELATIONSHIP( 'Calendar'[date], 'Calendar previous'[date]) ) RETURN Result

[@gFowmy]

Thanks for another great video! The link for the "Article and download:" in the video description is not clickable, please fix the link.

[@SQLBI]

The article will be published in a week, the video was wrongly scheduled, it will be back next week.

[@enl3299]

I used field parameters (Mth/Qtr/FY) on Category of waterfall chart, and the out-of-the-box experience is that it would not show 'waterfalls' from beginning up to the first data point set on the axis/category. Eg. When 'Qtr' is selected, chart will plot 4 data points on the axis, and then draw 3 sets of waterfalls between the 4 points (duh~). The first set of waterfall to depict the movements from beginning of period up to the first data point would NOT be shown, contrary to 'normal user expectation'. Certainly not a bug here but it is such a wet blanket to not have easy to implement dynamic axis parameter on the waterfall chart. Thankfully the technique here enabled adding a period dynamically to the front of whatever periods have being selected to serve as a 'beginning' axis point. Thus when user select a year, the measure would consider 1 additional period prior user's selection. For details sake, the measure i used was a balance-todate that accumulates cash movement to show a balance at the last day of selected month. Hopefully this comment helps someone struggling with the same issue, particularly with waterfall chart.

[@hosseinmortazavi5547]

thanks for great video. one more simple solution is just create a column in date table that return 0,1 if date column is less than 6 month from selected date.

[@SQLBI]

If you use a calculated column, it would be static, the user would have no way to select the starting point

[@Deepak-iq5ul]

Thank you for such videos❤. Although I have some different scenario, I have YYYYMM slicer on my report page with multiple years of data.And data is loading on monthly basis. Currently I have saved YYYYMM slicer with recent 12 months selected but client is expecting if new month data gets loaded again recent 12 months should be automatically updated. Any input on this please.

[@rogervandecraen9797]

very well explained video, is it possible to apply the same technique for the last x weeks

[@2bquest]

This is exactly what I needed in my current project. Thanks Very much.

[@onamissionteam9373]

Best teacher ever

[@AmitSingh-er3lk]

Thank you so much.. Do we have video for complete Mquery/measures

[@drod96]

I currently use a technique like this when providing financial reports, I am also having the data presented by our companies fiscal year and crop year to date CYTD and FYTD from the respective cost centers. The challenge I have is showing the "future" months as well to look at rolling forecast as well as total Budget. I dont use calculation group, and my model right now requires about 5 measures just to give me FYTD based on a current date or any date you wantto type in and it re-calculates the measures based on that date. Thank you for this video. Could you show how you would implement this, but in a companies fiscal year to date measure ( powerbi knows the first month of the fiscal year regardless of what date you set as input?). Thanks again.

[@herrjerr9527]

Thanks Alberto. Well explained and easy to implement. I have one issue though. I have noticed that if one or more months in my N period does not have data, that particular month is not shown in the chart. If I set "Show Items with no data" to ON, then it ignores the Previous N months to show filter and shows all months (months less than (current month - N months) and months greater than current month). Could you help?

[@sushimayonnaise8312]

Same issue! Do we have solution for this?

[@sabrinalimage166]

Thanks for a great video Alberto! I was wondering if this could be used to only show data for every 6 months before a date for a past X amount of years? For example company A’s most recent date is 6/1/21 and looking to see sales on 12/1/20, and 6/1/20, but company B’s most recent date is 3/1/21 so sales 6 months from their date would be on 9/1/20 and etc. If not possible to use this type of example, do you have a similar video? Thanks!

[@grytskokonstantin1272]

Incredibly useful. Thank you very much!

[@KrishnaKumarKundoly]

Thanks Alberto. I was using sqljason's method for this purpose but it fails if we want to show values from 2 different tables. Your method works brilliantly. I used what-if parameter for the previous N months selection.

[@lalainerepuela593]

Just came across this video and found it very helpful. Can the calculation group be made as well in Power BI alone without using Tabular Editor? Thanks

[@SQLBI]

Yes, now it is possible, you can do that with Power BI Desktop using the model view. See powerbi.microsoft.com/en-us/blog/deep-dive-into-the-model-explorer-with-calculation-group-authoring-and-creating-relationships-in-the-properties-pane/

[@hakim4000]

Alberto as always you re a Dax Lord

[@armstrongabebrese8310]

great explanation...how about if you selected multiple months

[@LuisMunoz-pi3nc]

Hi Alberto - Thank you for sharing this training - I have a question how did you create your Date Table? I have used the Calendar option and it doesn't work. Could you share in your article how you created your Date Table to have this filter selection work.

[@SQLBI]

We have several DAX patterns for that: www.daxpatterns.com/time-patterns/ And you can simply use Bravo to create one: bravo.bi

[@ricardorb6113]

Thanks Alberto. But, could this be applied to a rolling measure?, Thanks

[@sankhadeepchakraborty2552]

Great solution, I am using to show last 3 quarters for all my measures, but is it possible to show last 3 years YTD before the 3 quarters like this dynamic column based on user month enddate selection 2018-12,2019-12,2020-12,2021-03,2021-06,2021-09. Thanks.

[@geirforsmo8749]

Very Nice video. We have an almost identical case but in our case we use a month table that is related to the fact table. So the dim_month and fact table have a key yyyymm but also a endofmonth date. So If we want to do the same ss in the video we need to rewrite the Logic here. We want 12 month backward from a selected year month. Perhaps it is possible to get a date without selecting the period slicer like last date/period with data

[@Mago_Legend]

You’re amazing! Thank you.

[@erickknackstedt3131]

Need this for some custom tooltips. Thank you!

[@nataliiaiatsenko7779]

Thank you very much! Your explanation is perfect. Exactly what I need.

[@bravucod]

You make it look so easy!!!

[@RobertoStaltari]

Another milestone! Thanks!

[@sherif_rufferson]

Hi. Thx for this video! But... Is there any chance to aply this with two slicers? (one for year and the other the month) Thanks in advance!

[@beginho2454]

Thank you Alberto, DAX Guru. :) This Channel helps me a lot.

[@soniaseudie74]

I love your videos! Such a good teacher! Thank you!

[@jithiljohn2961]

Thanks Alberto, instead of year-month slicer, I want to use date range slicer. And this formula is not working in this case. Can you please help

[@Bharath_PBI]

Thank you. Curious to know the reason for shadowing date table, creating inactive relationship and then bringing it back in the measure? With single date table, capture selected date, ignore the filter coming from slicer and calculate amount for last 6m based on selected date, returning blanks for any other months. Finally apply a visual level filter to overcome blanks. Also noticed that calculation groups mess the report when there are other visuals on the page. Isselectedmeasure to be used additionally. Appreciate such videos 👍. Thank you

[@przemekkoska83]

Ciao Alberto Thanks for this video! Great work as always. I am using this a lot when showing trend graph however I never duplicated the calendar table. Instead, I was using order date/delivery date from the sales table formatted as month year or yyyymm and then dragging it into x-axis. My measure looks very similar for example: CALCULATE ( SUM ( 'Sales'[Quantity] ) , DATESINPERIOD ( 'Date'[Date] , MAX ( 'Date'[Date] ) , -13 , MONTH ) ) Is there any disadvantage of this solution? All the best, Przemek

[@Zealand-Data]

it seems like I run into trouble, when I syncronize with slicers from other pages in the report. Is that something that you have experienced, or have any good advice on? Otherwise it has worked perfectly

[@ChrisSmithFW]

Fantstic! Thank you.

[@lisashoff7777]

amazing, worked perfectly

[@MrThanasis380]

Great video, thanks for sharing. Can this techique be applied in direct query? I am looking forward to your reply.

[@SQLBI]

Yes, but as usual expects worse performance in DIrectQuery.

[@MrThanasis380]

@@SQLBI Thank you Alberto. It worked flawlessly.

[@victorjbm05]

Alberto, please, help me (sorry for my bad English). What changes do I need to filter all days of this month if I have a day slicer?

[@paulbrown1802]

Very interesting. Can you explain why TREATAS doesn't work if it's used instead of USERELATIONSHIP?

[@khushbujaiswal6684]

This is great, thank you for your help.

[@thorichikawa9687]

Thanks for the video Alberto! I used the same logic to calculate the value of the last 7 days and it worked just fine. However, I would like to only show the working days of those 7 last days. Is that possible? Can you help me? Thanks again!

[@SQLBI]

You may consider using a column with the working days sequential index and filter over that: www.sqlbi.com/articles/counting-working-days-in-dax/