Measure for rolling 12 month average

[Bfaws]

Hi,

I`m looking for a measure to calculate average Full time equivalent (FTE) over a 12 month rolling period.  I have a table that shows the sum of FTE for each month.  What I would like is an additional column which shows the previous 12 month rolling average.

Please see what first table looks like:

And this is the expected result:

Any help would be much appreciated.

Thanks,

Brendan

[harshnathani]

Hi @Bfaws ,

You can try this measure.

12monthsRollingAvg =

var _a = MAX('Table'[Report Date])

var _12months = Minx(DATEADD('Table'[Report Date],-12,MONTH),'Table'[Report Date])

Return

//To get average of all the report Dates

//CALCULATE(Average('Table'[Sum of FTE]), Filter(ALL('Table'),'Table'[Report Date] <=_a && 'Table'[Report Date] > _12months))

//To get Average Dates where previous data of 12 months is available

SWITCH(

TRUE(),

CountROWS(FILTER(ALL('Table'),'Table'[Report Date] <=_a && 'Table'[Report Date] > _12months)) = 12,CALCULATE(Average('Table'[Sum of FTE]), Filter(ALL('Table'),'Table'[Report Date] <=_a && 'Table'[Report Date] > _12months))

)

Regards,

Harsh Nathani

Did I answer your question? Mark my post as a solution! Appreciate with a Kudos!! (Click the Thumbs Up Button)

[stevedep]

Hi,

See;

Rolling12month = CALCULATE(    AVERAGE( 'Table'[Sum of FTE]);    DATESINPERIOD( 'Date'[Date]; MAX( 'Date'[Date] ); -12;  MONTH ))

Power BI file is here. 

Some tweaking might be needed because the RT needs to be calculated on an aggregate. Pls share detailed data in case this does not work. 

Kind regards,

Steve.  

[Bfaws]

Hi Steve, 

Thanks for the response. I have tried this but dont quite get the result.  This is probably my fault though as I think i have over-simplied the information provided.  I have set up a pbix file which mirrors the real file in terms of format of data loaded and model structure.  Can you please have another look.

Much appreciated.

Brendan

https://1drv.ms/u/s!AtGISPtZ7ajKgQDjcO06sW8SzOPn?e=wHVvjS 

[stevedep · Accepted solution]

I see,

Rolling12month = 
var v_dates =  DATESINPERIOD( Rolling_Calendar_Lookup[Date]; MAX( Rolling_Calendar_Lookup[Date] ); -12;  MONTH )
return
AVERAGEX(v_dates;[sum FTE])

Power BI file here.

Hope it helps. 

Kind regards,

Steve. 

[Bfaws]

Hi Steve, 

Many thanks.  That's worked exactly as expected.

Brendan