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Posts: 4
Registered: ‎12-13-2016

# DAX Help Needed - Trailing 12 Month Total

Hi everyone,

I am new to PowerBI and can really use your help with DAX funcitons. As you can see from the mockup table above, I need to create a measure called retention rate. The way it works is to sum up the past 12 month cancels, say we are looking at November 2016 retention rate, it is calculated by deviding the sum of cancels from 2016-11 to 2015-12, by the beginning balance as of December 2015, and plus 100%. In excel I can easily achieve that through SUMIFS. Will you please help?

PowerBI Beginner

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Moderator
Posts: 6,264
Registered: ‎03-06-2016

## Re: DAX Help Needed - Trailing 12 Month Total

In your scenario, you can create a Date column firstly:

Date = DATE('Table1'[Year],'Table1'[Month],"1")

Then create a column:

RetentionRate =
VAR last12Beg = LOOKUPVALUE(Table1[Beg Bal],Table1[Date],DATE(YEAR([Date]),MONTH([Date])-11,1) )
Return
IF(last12Beg=BLANK(),BLANK(),
DIVIDE(SUMX(FILTER('Table1','Table1'[Date]>=DATE(YEAR(EARLIER([Date])),MONTH(EARLIER([Date]))-11,1) && 'Table1'[Date]<=EARLIER([Date])),[Cancels]) +last12Beg,last12Beg))

Best Regards,
Qiuyun Yu

All Replies
Super Contributor
Posts: 891
Registered: ‎06-09-2016

## Re: DAX Help Needed - Trailing 12 Month Total

Dear PowerBI Beginner,

Sorry I m in a rush but visit the below link to know more about your problem.

http://www.daxpatterns.com/time-patterns/

Thanks & Regards,
Bhavesh

Love the Self Service BI.
Moderator
Posts: 6,264
Registered: ‎03-06-2016

## Re: DAX Help Needed - Trailing 12 Month Total

In your scenario, you can create a Date column firstly:

Date = DATE('Table1'[Year],'Table1'[Month],"1")

Then create a column:

RetentionRate =
VAR last12Beg = LOOKUPVALUE(Table1[Beg Bal],Table1[Date],DATE(YEAR([Date]),MONTH([Date])-11,1) )
Return
IF(last12Beg=BLANK(),BLANK(),
DIVIDE(SUMX(FILTER('Table1','Table1'[Date]>=DATE(YEAR(EARLIER([Date])),MONTH(EARLIER([Date]))-11,1) && 'Table1'[Date]<=EARLIER([Date])),[Cancels]) +last12Beg,last12Beg))

Best Regards,
Qiuyun Yu