For this package of dashboards, the requirement was for each KPI visual to include the last 12 completed months. Additionally, the sales channel mix visual was to display the last six completed months. These two filter conditions ensure that only complete months are included and help to focus the dashboard on recent trends.
The exclusion of the current month can be implemented via the Calendar Month Status described in the Date dimension view section of Chapter 2, Connecting to Sources and Transforming Data with M. However, to support the last 12 completed periods condition, an additional dynamic column (Trailing 3 Calendar Month Periods) was added to the SQL view of the date dimension. These two columns can be utilized ...
