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Anonymous
Not applicable

Creating a Rolling 12 months using Month Column

Hi Community,

 

I have to create measure for calculating a rolling 12 months for Sales. I don't have date column but i have month colum(like 1,2,3 ..12) . How can i acheive it.

 

Please help.

 

Thanks,

Paruchuri

1 ACCEPTED SOLUTION
Anonymous
Not applicable

I have created a calender table and created a column order using ranx function. below is the working DAX. 
 
12M Rolling YTD = IF (
HASONEVALUE ( 'Calendar'[YearMonthNo] ),
CALCULATE (
SUM( 'NA Daily'[Total Sales] ),
FILTER (
ALL ( 'NA Daily'[Order] ),
'NA Daily'[Order]
>= SELECTEDVALUE ( 'Calendar'[Order_Calendar] ) - 11
&&'NA Daily'[Order] <= SELECTEDVALUE ( 'Calendar'[Order_Calendar] )
)
),
CALCULATE ( ( 'NA Daily'[Total Sales YTD] ) )
)

View solution in original post

9 REPLIES 9
NickolajJessen
Solution Sage
Solution Sage

Do you also have a year column?

Anonymous
Not applicable

No

Then i don't think that's possible

Anonymous
Not applicable

I have brought Year column and now i have concatenated Year and month column and created calculated column. Now i have the column like 201801.

 

How can i get the rolling 12 months.

 

Hi @Anonymous

 

You may have a look at below posts. Sample data and expected output will be helpful to provide an accurate solution.

 

https://community.powerbi.com/t5/Desktop/Moving-Average-for-Prev-6-Next-6-Months/td-p/171712

https://community.powerbi.com/t5/Desktop/Averages-For-The-Last-12-Months/td-p/324289

https://www.sqlbi.com/articles/rolling-12-months-average-in-dax/

 

Regards,

Cherie

 

Community Support Team _ Cherie Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

It doesn't helps me out. 

If you have Year and month, you can use the function 'DATE'

 
Date = DATE(Tabel3[Year];[Month];1)
 
When you have your date column, you can use this link for the rest
https://community.powerbi.com/t5/Desktop/Trailing-12-or-Rolling-12-month-sum/td-p/164419

Hi  @Anonymous

 

You may try with below measure. Attached the sample file. If it is not your case, please share some sample data.

Measure =
CALCULATE (
    SUM ( Data[Sales] ),
    FILTER (
        ALL ( 'Data' ),
        'Data'[YearMonth]
            >= MAX ( Data[YearMonth] ) - 11
            && 'Data'[YearMonth] <= MAX ( 'Data'[YearMonth] )
    )
)

Regards,

Cherie

 

Community Support Team _ Cherie Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

I have created a calender table and created a column order using ranx function. below is the working DAX. 
 
12M Rolling YTD = IF (
HASONEVALUE ( 'Calendar'[YearMonthNo] ),
CALCULATE (
SUM( 'NA Daily'[Total Sales] ),
FILTER (
ALL ( 'NA Daily'[Order] ),
'NA Daily'[Order]
>= SELECTEDVALUE ( 'Calendar'[Order_Calendar] ) - 11
&&'NA Daily'[Order] <= SELECTEDVALUE ( 'Calendar'[Order_Calendar] )
)
),
CALCULATE ( ( 'NA Daily'[Total Sales YTD] ) )
)

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