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EBGAL
Helper III
Helper III

Per Product 12-months' Rolling Average

Hi, 

 

I want to create a 12-months rolling average as a column in Power BI. I need it as a column as will need to then merge it to a different table.

If there are less than 12 months of data prior to the date then average whatever data is available.

Data is given on a monthly scale. 

Example, if I have this data:

ProductAnalysisMonthSales
AMar-1414
AMay-1411
AJun-1412
AMay-1521
AJun-1519
BApr-1411
BMay-1515
BJun-156

 

I want to get this view

ProductAnalysisMonth12-month Average Sales
AMar-1414
AMay-1425
AJun-1437
AMay-1533
AJun-1540
BApr-1411
BMay-1515
BJun-1521

 

Thanks

1 ACCEPTED SOLUTION
EBGAL
Helper III
Helper III

This worked for me for a column

VAR Product = Data[Product]

VAR CurrentDate = Data[AnalysisMonth]

VAR EarliestDate = DATE(YEAR(CurrentDate), MONTH(CurrentDate) - 12, DAY(CurrentDate))

 

RETURN

CALCULATE(

    SUM(Data[Sales]),

    FILTER(ALL(Data), Data[Product] = Product && EarliestDate < Data[AnalysisMonth] && Data[AnalysisMonth] <= CurrentDate)

)

View solution in original post

2 REPLIES 2
EBGAL
Helper III
Helper III

This worked for me for a column

VAR Product = Data[Product]

VAR CurrentDate = Data[AnalysisMonth]

VAR EarliestDate = DATE(YEAR(CurrentDate), MONTH(CurrentDate) - 12, DAY(CurrentDate))

 

RETURN

CALCULATE(

    SUM(Data[Sales]),

    FILTER(ALL(Data), Data[Product] = Product && EarliestDate < Data[AnalysisMonth] && Data[AnalysisMonth] <= CurrentDate)

)

amitchandak
Super User
Super User

@EBGAL , if you have data and a separate date table, prefer separate product dimension too

 

then rolling like this should work

 

Rolling 12 = CALCULATE(sum(Sales[Sales]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-12,MONTH))

 

Rolling Months Formula: https://youtu.be/GS5O4G81fww

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