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I have data that shows only Months (NO DATES) and the Amount.
There are stores/company names also in the data (I can not show store information)
I'm trying to create a Rolling Average for the last 11 months (Jan-Nov) in DAX.
I'm a little confused of how I would create this measure.
All help would be appreciated
Thanks everyone
Solved! Go to Solution.
Please find below a solution:
Disclaimer: in the following appraoch I might solve your challenge but in genereal I recommend you to get in touch with the following principles:
star schema data model: Understand star schema and the importance for Power BI - Power BI | Microsoft Learn
Date Dimension Table: Creating a simple date table in DAX - SQLBI
Typically You would transform the month columns into dates like Nov -> 11/01/20xxx and so on and then you would work with the date dimension to do something liek I describe in the measure below.
But to answer your question I go on with an approach to your questions. 🙂
Solution:
exemplary table to be rolled up
Create a mapping table in Power Query
Do a merge between the table
Extend the table
Load the data into the data model and then change the sorting settings:
so that the month columns is sort by number instead of month
Please go in the report view and build the following measure:
Measure =
CALCULATE(
SUM(Table_1[Amount]),
FILTER(
ALL(Table_1),
Table_1[Number] <= MAX(Table_1[Number])
)
)
Please put column Month and the measure in a table visual:
Best regards
Michael
-----------------------------------------------------
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. Appreciate your thumbs up!
@ me in replies or I'll lose your thread.
@SteelChampzz You're welcome and I am happy to help 🙂
Also How would I filter my store names into the measure?
Sorry for the extra question, just want to get a clear understanding lol
Please find below a solution:
Disclaimer: in the following appraoch I might solve your challenge but in genereal I recommend you to get in touch with the following principles:
star schema data model: Understand star schema and the importance for Power BI - Power BI | Microsoft Learn
Date Dimension Table: Creating a simple date table in DAX - SQLBI
Typically You would transform the month columns into dates like Nov -> 11/01/20xxx and so on and then you would work with the date dimension to do something liek I describe in the measure below.
But to answer your question I go on with an approach to your questions. 🙂
Solution:
exemplary table to be rolled up
Create a mapping table in Power Query
Do a merge between the table
Extend the table
Load the data into the data model and then change the sorting settings:
so that the month columns is sort by number instead of month
Please go in the report view and build the following measure:
Measure =
CALCULATE(
SUM(Table_1[Amount]),
FILTER(
ALL(Table_1),
Table_1[Number] <= MAX(Table_1[Number])
)
)
Please put column Month and the measure in a table visual:
Best regards
Michael
-----------------------------------------------------
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. Appreciate your thumbs up!
@ me in replies or I'll lose your thread.
Hey Mike,
I'm also curious to know if this is a Rolling AVERAGE or Rolling TOTAL measure?
To me, my assumption would think that this is a Rolling total, if the terminology is different it would be great help to get an understanding on this
Thank you for the help on this, I was stuck for sure.
I appreciate you doing the step-by-step
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