Hi,
Am wondering if there is a way to create an MAT grouping, that automatically regroups to the next MAT, based on previous month. So, for today (06/11/2021), the MAT would be to MAT October:
MAT21 = Nov-2020 to Oct-2021
MAT20 = Nov-2019 to Oct-2020
Exclude other periods outside of that range.
Then in December, refresh with MAT to November.
Am currently using conditional column in Power Query (please see attached example). This means I need to manually edit the dates each month in the conditional column. I checked Power Pivot, and looks like a possibility there, but can't seem to locate the correct date function.
Many thanks, Danielle
Hi Danielle,
You should be using DAX time intelligence functions for this. See file attached. Note: I used a calendar table, which is required for the DATEADD function so that you can select 31 October 2021 as your current date in the PivotTable.
Mynda
Thanks, Mynda.
