How can I display data up to the last completed month

cbishop
cbishop
in Card Building

While at #DP18 I learned that for the sake of the "Corporate Executives" there is the ability to only display data thru the previous completed month rather than up to date. For example, my executive only wants to see, by default, revenue $ for January & February since thoses months are completed. March information would automatically appear when the calendar date equals April 1. 

Anyone have any ideas how this can be done on the card (assuming via BeastMode) rather than restricting in the ETL/Dataflow?

Chad Bishop
Data Analyst
Bolt Express

Best Answer

  • cbishop
    cbishop
    Answer ✓

    The case provided did help however, it wasn't the exact solution i was looking for. I ended up going with the below statement for my exact need.


    (CASE when `Date` <= LAST_DAY(DATE_SUB(CURRENT_DATE(),interval 1 month)) then 'Include'
    else 'Exclude' end

    )

    Chad Bishop
    Data Analyst
    Bolt Express

Answers

  • rahul93
    rahul93 NY 🟠

    This might help you: 

    Case when Month(`your_date_field`)  <= Month(current_date) - 1 and Year(`your_date_field`) = Year(current_date) then 'yes' else 'no' end

     

    Put this as a filter and check yes. 

     

     

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