Wednesday, September 11, 2019

How to choose Custom refresh Date and Month based on the Current Date Scenario in Power BI

How to choose refresh Date as Last Friday date of Closed Week based on the Current Date and Week Day
Scenario :
If the Current Date falls on the Day "01", and Week Day falls either on {"Sat", "Sun", "Mon"}, then the report Refresh Date should be consider as the Last Fridays date.
This is one of the common Business scenario, where the user wants to see the refresh date of the Report as  closed(last) Month's , last Week-Friday date, when the user opens the report on the first day "01" of the Month.

We can achieve this in Power BI using DAX as follows :
Suppose the user opens report on "01-Sep-2019"
curDate = DATE(2019,09,01)

Since in the above Date, Day is "01" and it falls on "Sun", then as per the above scenario, the user will see the refresh Date as "30-Aug-2019" which is the last "Friday" date of the Last Week of the Previous Month, which is the actual reported Month.
refDate
VAR WkName=FORMAT(WEEKDAY([curDate]),"DDD")
Return
IF(DAY([curDate])=1&& WkName In {"Sat","Sun","Mon"},
    [curDate]-SWITCH(TRUE(),WkName="Sat",1,WkName="Sun",2,WkName="Mon",3),
    [curDate])

Based on the above Scenario based refresh date (refDate) we can calculate the CurMonth and the NxtMonth values as per our need.

CurMonthFY = FORMAT([refDate],"MMM")&"'"&RIGHT(YEAR([refDate]),2)

NxtMonthFY = FORMAT(([refDate]+INT(EOMONTH([refDate],0)-[refDate])+7),"MMM")&"'"&RIGHT((YEAR([refDate]+INT(EOMONTH([refDate],0)-[refDate])+7)),2)

Result:
Now look at the following Scenario, where if the Previous Month falls in Previous Year, as below..
curDate = DATE(2022,01,01)
Here the Day is "01" and Week is "Sat", so that based on the above Scenario, the result looks as follows..

Now look at another Scenario, where the CurDate is not meeting the above Scenario..
curDate = DATE(2019,11,01)
Here the Day is "01" but its Week is "Fri" which not meeting our Scenario. In this Case, the refresh Date will be same as the current Date.



Note :
You can develop your own logic based on the above Scenario.

-------------------------------------------------------------------------------------------------------- 
Thanks, TAMATAM ; Business Intelligence & Analytics Professional 
--------------------------------------------------------------------------------------------------------

No comments:

Post a Comment

Hi User, Thank You for visiting My Blog. Please post your genuine Feedback or comments only related to this Blog Posts. Please do not post any Spam comments or Advertising kind of comments which will be Ignored.