LTM calculation using different reference dates

[powerbiAG]

Hi All,

We have a scenario wherein a corporation has on-boarded other businesses and all the details are available in Subsidiary master  table. Sample data below...

Org Id	Name	Integration Month
1	Business 1	Feb-21
2	Business 2	Dec-19
3	Business 3	Oct-18

We have Sales transaction tables historic and current (with same structure)

Org Id	Month	Value (Historic)
1	Jan-20	100
1	Feb-20	200
1	Mar-20	120
2	Sep-19	100
2	Aug-19	300
2	Nov-19	120
3	Jul-18	100
3	Apr-18	100
3	Sep-18	120

Org Id	Month	Value (Current)
1	Jan-22	100
1	Feb-22	200
1	Mar-22	120
2	Jan-22	100
2	Feb-22	300
2	Mar-22	120
3	Jan-22	100
3	Feb-22	100
3	Mar-22	120

Requirement is to calculate the last 12 months Sales Value (Historic) data (for each business) based on the "integration month" in the master.

expected sample output..

Org Id	LTM Value Historic
1	420 (100 + 200 + 120)
2	520 (100 + 300 + 120)
3	320 (100 + 100 + 120)

the sample data has been provided only for 3 months.

Thanks.

[powerbiAG]

RicoZhou  .....Thank you for your help.

I was trying to create a measure (instead of a calculated column as per your provided solution) 

[powerbiAG]

@v-rzhou-msft  any thoughts on the above please...

[v-rzhou-msft · Accepted solution]

Hi @powerbiAG ,

If you want to calculate the last 12 months Sales Value (Historic) data (for each business) based on the "integration month" in the fact table, I think LTM Value Historic for  Org Id =1 should be 200+120 instead of 100+200+120. Due to Integration Month for Org Id =1 is 2021/Feb, so last 12 month should be from 2020/Feb to 2021/Jan. So 2020/Jan is not in range. 

Try code as below to create a calculated column.

LTM Value Historic =
VAR _Last12months =
    FILTER (
        CALENDARAUTO (),
        [Date]
            <= EOMONTH ( 'Table'[Integration Month], -1 ) + 1
            && [Date]
                >= EOMONTH ( 'Table'[Integration Month], -13 ) + 1
    )
RETURN
    CALCULATE (
        SUM ( 'Sales transaction (historic)'[Value (Historic)] ),
        FILTER (
            'Sales transaction (historic)',
            'Sales transaction (historic)'[Month] IN _Last12months
        )
    )

Result is as below.

Best Regards,
Rico Zhou

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

[powerbiAG]

Hi Rico,

Thanks for the reply.

I tried to replicate your solution, but am getting error which says "A single value for column 'Integration Month' in table 'Table' cannot be determined. This can happen when a measure formula refers to a column that contains many values without specifying an aggregation such as min, max, count, or sum...."

Am I missing something ?

Any advise would be highly appreciated.