How to dynamically retrieve last months data

semidevil

New Member
Joined
Jul 9, 2007
Messages
35
I’m trying to create a bar chat that will always refresh to the previous month’s data, but keep the bar chart for previous year the same.

My bar chat will have 4 bars: 2015 bar, which will always display data for 201512(dec 2015), 2016 bar which will display 201612(dec 2016), 2017bar which for 201712(dec 2017), and a 2018 bar which will always change( so in February, it should automatically update to Jan 2018).

What would be the best way to start doing this?
 
Last edited:

Excel Facts

Did you know Excel offers Filter by Selection?
Add the AutoFilter icon to the Quick Access Toolbar. Select a cell containing Apple, click AutoFilter, and you will get all rows with Apple
Something like this.

Code:
LastMonth = 
IF (
    MONTH ( TODAY () ) = 1,
    BLANK(),
    CALCULATE (
        [TotalValue],
        FILTER (
            Data,
            Data[Year] = YEAR ( TODAY() )
                && Data[Month] = MONTH( TODAY() ) - 1
        )
    )
)

and

Code:
Graph = 
IF (
    VALUES ( Data[Year] ) = YEAR ( TODAY () ),
    [LastMonth],
    [TotalValue]
)

Depending on the structure of your calendar table you might be able to simplify (ie if you had a unique month identifier column).
 
Last edited:
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