1 of 1 people found this helpful
To answer your first query, please check if the following condition helps. Here,
a. [Order Date] is equivalent to your [Sales Date] column
b. [Latest Sales On] is a parameter that I used. This was created to test the scenarios where current month is Jan or Feb of a year.
c. The below condition excludes recent three months.
[Order Date] < DATEADD('month',-2,DATETRUNC('month',[Latest Sales On]))
Let me know if it helps.
2 of 2 people found this helpful
So one way to do this (and I use this for everything!) is to create a date index. This creates a dimension, in which the last date (be that day, week, month...etc) is 0, and then the previous one is -1, then -2...and so on.
Add the calculated field
DATEDIFF('month', today(), [SaleDate])*-1
If you want this to be rolling, you could use DATEDIFF('day', today(), [SaleDate])*-1 and in this case you'd be filtering to 0 to -90
Once you have this you can create a boolean
[exclude last 3 months]
[Month Index] <-3
and then use this in your filters, or the other formula you detailed.
Hope this helps, does the trick and makes sense...if any of these questions is a no, let me know (and I'm sure we can adapt it for your needs)