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Hi everyone!
I have been banging my head against the wall with this one for quite some time. I have found some calculations in the forums that solve similar problems but I cannot for the life of me implement them in my dataset.
My data involves contracts and analyzing those contracts for a renewal percentage.
So - the data:
Max End Date formula:
MaxDate = CALCULATE(MAX(Contracts[End Date]),ALLEXCEPT(Contracts,Contracts[Serial]))
Renewed going forward? = IF([MaxDate]>Contract[End Date],1,0)
Expirations = 1 for all rows as it represents an expiring contract
Renewal Percentage = [Renewed Going Forward?]/[Expirations]
SERIAL | START DATE | END DATE | MAX END DATE | RENEWED GOING FORWARD? | EXPIRATIONS | RENEWAL PERCENTAGE |
ABC | 1/1/2016 | 1/1/2017 | 1/1/2019 | 1 | 1 | 100% |
ABC | 1/1/2017 | 1/1/2018 | 1/1/2019 | 1 | 1 | 100% |
ABC | 1/1/2018 | 1/1/2019 | 1/1/2019 | 0 | 1 | 0% |
BCD | 1/1/2016 | 1/1/2017 | 1/1/2017 | 0 | 1 | 0% |
CDE | 1/1/2016 | 1/1/2017 | 1/1/2018 | 1 | 1 | 100% |
CDE | 1/1/2017 | 1/1/2018 | 1/1/2018 | 0 | 1 | 0% |
DEF | 1/1/2016 | 1/1/2017 | 1/1/2017 | 1 | 1 | 100% |
All of these thrown into a matrix gets me the following:
What I need to add is a rolling average and because of measures I used earlier some of the tips I've found don't apply to what I'm working on.
Thanks in advance for any advice!!
Cheers - Tom
Solved! Go to Solution.
Hi @Anonymous,
To achieve rolling average measure, you need to get the total value, and then use the total value divided by month number. Here is the sample DAX for you referebce.
3 Month Moving Sum Units Sold] =
CALCULATE([Units Sold],
DATESINPERIOD(Calendar[Date],
LASTDATE(Calendar[Date]),-3, Month
)
)
[3 Month Moving Avg Corrected]=
[3 Month Moving Sum Units Sold] /
CALCULATE(DISTINCTCOUNT(Calendar[Year Month]),
DATESINPERIOD(Calendar[Date],
LASTDATE(Calendar[Date]),-3,Month
)
)
Reference
https://powerpivotpro.com/2013/07/moving-averages-sums-etc/
http://www.sqlbi.com/articles/rolling-12-months-average-in-dax/
Regards,
Charlie Liao
Hi @Anonymous,
To achieve rolling average measure, you need to get the total value, and then use the total value divided by month number. Here is the sample DAX for you referebce.
3 Month Moving Sum Units Sold] =
CALCULATE([Units Sold],
DATESINPERIOD(Calendar[Date],
LASTDATE(Calendar[Date]),-3, Month
)
)
[3 Month Moving Avg Corrected]=
[3 Month Moving Sum Units Sold] /
CALCULATE(DISTINCTCOUNT(Calendar[Year Month]),
DATESINPERIOD(Calendar[Date],
LASTDATE(Calendar[Date]),-3,Month
)
)
Reference
https://powerpivotpro.com/2013/07/moving-averages-sums-etc/
http://www.sqlbi.com/articles/rolling-12-months-average-in-dax/
Regards,
Charlie Liao
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