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R_ Frequent Visitor
Frequent Visitor

Rolling Sum for Max(Year)-1

Hi ,

 

Can anyone tell me how we can create Rolling sum till Last Year.

 

Regards,

R_

1 ACCEPTED SOLUTION

Accepted Solutions
hemantsingh Member
Member

Re: Rolling Sum for Max(Year)-1

Hi @R_,

 

-->  Create a date table that has continuos dates. 

--.>Create a measure that calculates the sum of sales or order as per your scenario

--> Rolling sum LY--> Calculate(Sales measure,sameperiodlastyear(datetable(dateColumn)))

 

Regards,

Hemant

 

View solution in original post

3 REPLIES 3
hemantsingh Member
Member

Re: Rolling Sum for Max(Year)-1

Hi @R_,

 

-->  Create a date table that has continuos dates. 

--.>Create a measure that calculates the sum of sales or order as per your scenario

--> Rolling sum LY--> Calculate(Sales measure,sameperiodlastyear(datetable(dateColumn)))

 

Regards,

Hemant

 

View solution in original post

SivaMani Senior Member
Senior Member

Re: Rolling Sum for Max(Year)-1

Hi @R_,

 

Create a measure like below mentioned formula,

 

Rolling SUM =
CALCULATE(
SUM(CV_RETAIL_SALES_UNIV[Cost_Amount]),
FILTER(
ALL(CV_RETAIL_SALES_UNIV[Date]),
YEAR(CV_RETAIL_SALES_UNIV[Date])<=YEAR(MAX(CV_RETAIL_SALES_UNIV[Date]))-1
)
)

 

Regards,

Siva

R_ Frequent Visitor
Frequent Visitor

Re: Rolling Sum for Max(Year)-1

Thanks but what if my finance year start from April-March..? How to calculate rolling year between that.?

 

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