Power BI: create an automatically updated calendar
The year of this calendar will be updated automatically, it is quite useful so there is no need to change it manually every year. The calendar can be the last 12 months, or between another and current year. To do that, I will create a calculated table (DAX table) by going to the “data view” then select “new table”:
Put this formula:
var FullCalendar = ADDCOLUMNS(CALENDAR(YEAR(NOW())-1&"/1/1",YEAR(NOW())&"/12/31"),"calendar",[Date]) return SUMMARIZE(FullCalendar,[calendar])
It will create a calendar:
- from the full last year: YEAR(NOW())-1
- to the full current year: YEAR(NOW())
If you want more past years, just change “1” by another number. In the picture, I changed the table name from “table” to “calendar”:
Once done, I can add new columns by clicking on “new column” to display the month, quarter and/or the year by putting this formula:
- for the month: FORMAT([argument],"MMMM")
NOTE:
- for the short month name, put "MMM" (3 Ms instead of 4 Ms)
- to get the name of the current month: FORMAT(NOW(),"MMMM")
- to get the name of the previous or next month (change -1 by +1): FORMAT(DATE(1,MONTH(NOW())-1,1),"MMMM")
- for the quarter: FORMAT([argument],"\QTR-Q")
- for the year: FORMAT([argument],"YYYY")
NOTE: change “argument” by the name of your column. The other option is to put what I need in my calendar formula:
If I want to show only the last 12 months, I will use this formula:
var FullCalendar = ADDCOLUMNS(CALENDAR(YEAR(NOW())-1&"/"&MONTH(NOW())&"/"&DAY(NOW()),YEAR(NOW())&"/"&MONTH(NOW())&"/"&DAY(NOW())),"calendar",[Date],"month",FORMAT([Date],"YYYY-MM")) return SUMMARIZE(FullCalendar,[calendar],[month])
When I will create a chart, I just have to configure the filter like that:
Don’t forget to click on “apply filter” to apply the change.
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