Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Grow your Fabric skills and prepare for the DP-600 certification exam by completing the latest Microsoft Fabric challenge.

Reply
Anonymous
Not applicable

12 month rolling sum

I'm currently trying to get a 12 month rolling sum for each month.

YearMonthCount12 Month Rolling
2017November2020
2017December2525
2018January3030
2018February4545
2018March2222
2018April5050
2018May3535
2018June00
2018July55
2018August1010
2018September4040
2018October3636
2018November1414
2018December2020
2019January3131
2019February2020

 

 

The measure I'm using to get this is:

12 Month Rolling= 
VAR NumberofMonths= 12
VAR LastCurrentDate= MAX (Sheet1[Date])
VAR Period = DATESINPERIOD(Sheet1[Date],LastCurrentDate,-NumberofMonths,YEAR)
VAR Result = CALCULATE((DISTINCTCOUNT(Sheet1[Count])),Period)
VAR FirstDateInPeriod = MINX(Period,Sheet1[Date])
VAR LastDateWithSales = MAX(Sheet1[Date])

RETURN
IF(FirstDateInPeriod <= LastDateWithSales,Result)  

 

However I was hoping to have the sum in the 12 month rolling column like this:

 

YearMonthCount12 Month Rolling
2017November20332
2017December25332
2018January30338
2018February45328
2018March22283
2018April50261
2018May35211
2018June0176
2018July5176
2018August10171
2018September40161
2018October36121
2018November1485
2018December2071
2019January3151
2019February2020

 

Any help on getting this rolling sum over 12 months would be greatly appreciated.

 

Thanks in advance

1 ACCEPTED SOLUTION
v-jayw-msft
Community Support
Community Support

Hi @Anonymous ,

 

You could add a date column in the table.

date = DATE('Table'[Year],'Table'[number of Month],1)

Then create a measure as below.

Measure = CALCULATE(SUM('Table'[Count]),FILTER(ALLSELECTED('Table'),'Table'[date]>=SELECTEDVALUE('Table'[date])&&'Table'[date]<=EDATE(SELECTEDVALUE('Table'[date]),12)))

2.PNG

 

Best Regards,

Jay

Community Support Team _ Jay
If this post helps, then please consider Accept it as the solution
to help the other members find it.

View solution in original post

2 REPLIES 2
v-jayw-msft
Community Support
Community Support

Hi @Anonymous ,

 

You could add a date column in the table.

date = DATE('Table'[Year],'Table'[number of Month],1)

Then create a measure as below.

Measure = CALCULATE(SUM('Table'[Count]),FILTER(ALLSELECTED('Table'),'Table'[date]>=SELECTEDVALUE('Table'[date])&&'Table'[date]<=EDATE(SELECTEDVALUE('Table'[date]),12)))

2.PNG

 

Best Regards,

Jay

Community Support Team _ Jay
If this post helps, then please consider Accept it as the solution
to help the other members find it.
parry2k
Super User
Super User

@Anonymous there are tons of posts on such calculations, here is link to some

 

Solved: Trailing 12 or Rolling 12 month sum - Microsoft Power BI Community

 

Rolling 12 Months DAX Measure in Power BI - YouTube

 

Follow us on LinkedIn

 

Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Helpful resources

Announcements
RTI Forums Carousel3

New forum boards available in Real-Time Intelligence.

Ask questions in Eventhouse and KQL, Eventstream, and Reflex.

MayPowerBICarousel

Power BI Monthly Update - May 2024

Check out the May 2024 Power BI update to learn about new features.