12 months rolling average

[Krish89]

Hi,

I have a sales table with the last 5years data and the table look like below.

I would like to calculate the rolling average of last 12 months based on the selected date from date table in the slicer and PeriodTypeId = 2.

For Example: If I select 2020-05 in the slicer, I should get the rolling average of last 12 months (2020-04 to 2019-05)

The rolling average should be calculated only for the PeriodTypeId=2

Thanks in advance!

[v-janeyg-msft · Accepted solution]

Hi, @Krish89 

According to your description, I think you need to create a single list and use the date column as slicer. Then create a measure to display the results.

Like this:

Table = CALCULATETABLE(DISTINCT(Table1[Date]),Table1[PeriodTypeld]=2)

Rolling Average = 
VAR last =
    DATE ( YEAR ( SELECTEDVALUE ( 'Table'[Date] ) ) - 1, MONTH ( SELECTEDVALUE ( 'Table'[Date] ) ), DAY ( SELECTEDVALUE ( 'Table'[Date] ) ) )
VAR s =
    SUMX (
        FILTER (
            ALL ( Table1 ),
            [PeriodTypeld] = 2
                && [Date] < SELECTEDVALUE ( 'Table'[Date] )
                && [Date] >= last
        ),
        [Amount]
    )
RETURN
    DIVIDE ( s, 12 )

My sample file is below. Hope it helps.

Best Regards

Janey Guo

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[selimovd]

Hey @Krish89 ,

try the following measure:

Rolling Average =
CALCULATE(
    AVERAGE( myTable[Amount] ),
    myTable[PeriodTypeId] = 2,
    DATESINPERIOD(
        dateTable[Date],
        MAX( dateTable[Date] ),
        -1,
        YEAR
    )
)

Be aware that you need a proper date table in order for the time intelligence functions to work.

Take a look on how to create a date table:

https://softcrylic.com/blogs/power-bi-for-beginners-how-to-create-a-date-table-in-power-bi/

If you need any help please let me know.

If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍

Best regards

Denis

Blog: WhatTheFact.bi

Follow me: twitter.com/DenSelimovic