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Trying to automate dates using two different data sources

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Power BI Report Sample.PNGSample of the "goal" i'm trying to get but would like the Months to be autopopulated to the current month, previous month and 2 months ago instead of having to continue going in and changing the periods.

 

Hello!

 

I am fairly new to the developing side of Power BI and stuck on trying to figure out a way to automate the Fiscal Periods on a new Sales Forecasting report.

 

The actual sales data is pulling from a sql table and the forecast is coming from an excel spreadsheet on sharepoint.  There's a few more columns created to show the variance % and the difference between 3 time periods, (Current Fiscal Period, Previous Fiscal Period and 2 Months Ago) with hopes to provide a 3 month rolling of sales/forecast data.

 

Here's a screenshot of the date formats from the SQL below which is currently "filtered", however I would like it to always provide the current fiscal period and 2 months prior. Is there a way to do that using M language or a dax query?

 

Fiscal Periods.PNG

 

Sales Forecast Template from Sharepoint.PNGsample data from forecast template

 

Any and all suggestions are greatly appreciated! Smiley Happy


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