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Filtering month column 3 months out automatically on a query

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(@cbenitez)
Posts: 45
Trusted Member
Topic starter
 

Hi,

Is there any way I can create a step on a query, that can filter a month column 3 months out? Without me having to go and fix the step, every time i open the report?

I want it to do the following. Say i want to run a report in Sept, so it filters everything in the month of December. Then in Oct it filters everything for January. In Nov it filters everything for Feb. etc.

How can I create a query step that does that, without me having to fix the step every month? Please advise?

Thanks in advance

Regards,

Cele

 
Posted : 29/08/2017 11:16 am
(@mynda)
Posts: 4761
Member Admin
 

Hi Cele,

You can use a query parameter to set the date you want to use. See lesson 7.01 of the Power Query course.

Mynda

 
Posted : 29/08/2017 9:43 pm
(@cbenitez)
Posts: 45
Trusted Member
Topic starter
 

The Power Query course i purchased only goes to lesson 6.12

Even the syllabus states that....not sure which course you are referring to...?

 

  M Language 0:56:14      
6.01 Introduction to M 0:02:24
 
pq_6.01.pptx pq_6.01.pptx
6.02 Where to Edit and Write M 0:02:59   pq_6.02.xlsx N/A
6.03 Using a Function to add a Custom Column 0:07:58   pq_6.03.xlsx pq_6.03_c.xlsx
6.04 Reading M 0:05:52   pq_6.04.xlsx N/A
6.05 Writing M in the Formula bar & Advanced Editor 0:03:34   pq_6.05.xlsx pq_6.05_c.xlsx
6.06 Type System 0:02:45   pq_6.06.xlsx N/A
6.07 Lists and Records 0:08:33   blank workbook pq_6.07_c.xlsx
6.08 Splitting Text 0:06:19   pq_6.08.xlsx pq_6.08_c.xlsx
6.09 Tips for Writing M (Notepad++ & #shared) 0:05:43   pq_6.09.docx N/A
6.10 Commenting Code 0:01:52   N/A N/A
6.11 Error Trapping 0:04:12   pq_6.11.xlsx pq_6.11_c.xlsx
6.12 if and Nested if Function 0:04:03   pq_6.12.xlsx pq_6.12_c.xlsx
 
Posted : 30/08/2017 7:12 am
(@mynda)
Posts: 4761
Member Admin
 

Hi Cele,

I added some new tutorials to the course (session 7) but, you must not have renewed your membership.

If you want to share your file here and explain what fields you're wanting to filter etc. then I can set it up for you, or you can renew your membership for 50% off if you prefer.

Mynda

 
Posted : 30/08/2017 10:05 pm
(@cbenitez)
Posts: 45
Trusted Member
Topic starter
 

How do i renew my membership?

 
Posted : 08/09/2017 2:45 pm
(@mynda)
Posts: 4761
Member Admin
 

I'll email you the renewal link. Let me know if you don't receive it.

Mynda

 
Posted : 08/09/2017 7:44 pm
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