cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
Helper V
Helper V

Help with 12 months cumulative

Hello all,

 

Can you help me with 12 months cumulatives?

 

I have my data in 3 spredsheets.

 

I need to do 12 months cumulatives and visual them in one chart over 18 months.

 

I am using MonthYear = FORMAT(Renewals[Date],"mmm")&"-"&FORMAT(Renewals[Date],"YY") & YearMonthNumber = (YEAR('Renewals'[Date]))*12+MONTH('Renewals'[Date]) for sorting of 18 months chart.

 

Since data are in 3 tabs I am using  data table :

 

Date Table 24 months =
FILTER (
    DISTINCT (
        UNION ( VALUES ( Renewals[MonthYear] ), VALUES ( Terminations[MonthYear Retention] ),VALUES(Volumes[MonthYearVolumes] ))
    ),
    ISBLANK ( [MonthYear] ) = FALSE ()
)

 

I still have problem here with right sort but that is different problem.

 

All my elements are measurements :

 

Renewals = CALCULATE(COUNTROWS(Renewals),FILTER(Renewals,Renewals[Type_2]="Renewals"))

Settlements = CALCULATE(COUNTROWS(Renewals),FILTER(Renewals,Renewals[Type_2]="Settlements"))

Measure Renewals related = CALCULATE(COUNTROWS(Terminations),FILTER('Terminations','Terminations'[Renewals?]="Renewals")) this is of retention

New Business = CALCULATE(COUNTROWS(Volumes))

Conquest = [New Business]-[Renewals]

 

Data are not linked directly hence I have to use Data and Date tables to make relationships on dates and other conditions.

 

Can you help me?

 

Sorry for screenshots. I wanted to add here attachment.

 

Many thanks.

 

Andrej

 

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Helper V
Helper V

Re: Help with 12 months cumulative

Hello @v-chuncz-msft,

 

I might try UNION Function other time.

 

Now this was my solution =

 

Last12MCounts = CALCULATE (     [yourmeasure],     DATESBETWEEN (   MasterCalendar[Date],  NEXTDAY ( SAMEPERIODLASTYEAR ( LASTDATE ( MasterCalendar[Date] ) ) ),         LASTDATE ( MasterCalendar[Date] )     ) ) 

 

Thx for tip.

 

Andrej

View solution in original post

7 REPLIES 7
Highlighted
Super User IV
Super User IV

Re: Help with 12 months cumulative

Could you just create an Append or Merge query and append/merge all of the data together?


---------------------------------------

Putting square pegs in round holes since 1972.

I have a NEW book! 
DAX Cookbook from Packt
Over 120 DAX Recipes!




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




Highlighted
Solution Specialist
Solution Specialist

Re: Help with 12 months cumulative

@AndrejZitnay

For each month you will need to summarize the sum of your value for the 12 months.

assuming you have a column in your date table that looks like 201709 to define each month of the year you could make a measure like

 

rolling 12 = calculate([measure], filter(all(datetable), datetable'yyyymm' > max(datetable'yyyymm') -100 && datetable'yyyymm' <= max(datetable'yyyymm')))

 

hope that helps

Highlighted
Helper V
Helper V

Re: Help with 12 months cumulative

Hello @richbenmintz,

 

Thank you for your tip.

 

That is true. I need to summarize sum for 12 months. For example Jul 17 will have data from Aug 16 - Jul 17

 

I will try to to that firstly on one spreadsheet.

I will try to do cumulative on 2 measures.

 

As I date I am using regular Date however I need to show always 2 years view hence I am using :

 

MonthYear = FORMAT(Renewals[Date],"mmm")&"-"&FORMAT(Renewals[Date],"YY")

 

to have MMM-YY in Axis to show 2 years view.

 

I am not sure sure what to add to datateble.

 

how I should use your measure?

 

Many thanks in advance.

 

Kind regards.

 

Andrej

 

Highlighted
Helper V
Helper V

Re: Help with 12 months cumulative

Hello @Greg_Deckler,

 

What you mean by that?

I was under impressions that Append or Merge query is when I want to sum to spreadsheets.

 

Thank you.

 

Andrej

Highlighted
Community Support
Community Support

Re: Help with 12 months cumulative

@AndrejZitnay,

 

You may also consider using UNION Function to add a calculated table.

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Highlighted
Helper V
Helper V

Re: Help with 12 months cumulative

Hello @v-chuncz-msft,

 

I might try UNION Function other time.

 

Now this was my solution =

 

Last12MCounts = CALCULATE (     [yourmeasure],     DATESBETWEEN (   MasterCalendar[Date],  NEXTDAY ( SAMEPERIODLASTYEAR ( LASTDATE ( MasterCalendar[Date] ) ) ),         LASTDATE ( MasterCalendar[Date] )     ) ) 

 

Thx for tip.

 

Andrej

View solution in original post

Highlighted
Community Support
Community Support

Re: Help with 12 months cumulative

@AndrejZitnay,

 

To help close this thread, you could accept the solution above. Your contribution is highly appreciated.

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

Helpful resources

Announcements
August 2020 Community Challenge: Can You Solve These?

August 2020 Community Challenge: Can You Solve These?

We're excited to announce our first cross-community 'Can You Solve These?' challenge!

Community Blog

Community Blog

Visit our Community Blog for articles, guides, and information created by fellow community members.

Upcoming Events

Upcoming Events

Wondering what events you could join or have an event to promote yourself? Check out our Upcoming Events.

Get Ready for Power BI Dev Camp

Get Ready for Power BI Dev Camp

We are thrilled to announce we will begin running a monthly webinar series named Power BI Dev Camp.

Top Solution Authors
Top Kudoed Authors