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How can I filter "this year before today" in Power BI?


I am considering whether to add a column called ‘this_year_before_today’ to my date table. The purpose of this column would be to identify whether a date falls within the current year up to today.

Here’s the formula I would be using for the calculated column:

this_year_before_today = IF(YEAR([date]) = YEAR(TODAY()) && [Date] <= TODAY(), TRUE(), FALSE())

Until now, I’ve been relying on two filters to visualize data for this date period:

  1. Relative date “is this year”: This filter restricts the visual to the current year, including dates after today.
  2. Relative date “is in the last year": This filter restricts the visual to dates before today.

However, I find both solutions somewhat cumbersome. Is there a more efficient way to achieve this?

I can use either filters for each visual, create a column in my date table, or insert filtering in DAX measures


Solution

  • I would create two columns in your date table:

    • YearOffset

    • DayOffset.

    Then add two filters:

    YearOffset = 0
    
    DayOffset < 0
    

    I use both of those fields a lot in various reports