Rolling sales data for the past x months

[mekaelj]

Hi,

I would like to create a measure that shows only the sales for the previous x months. I have a separate date table and a sales data table that I use.

I want the measure to show the past 12 months based on the InvoiceDate table in my sales data, so if my last reported sales was 2017-08-23 I want the measure to show only 2017-08-23 and 12 months back and then automatically update whenever new sales data is added.

Is this possible?

Regards,

Mikael

[Anonymous]

If the solution works Just accept it as a solution it might be useful for others....

[Anonymous]

Give it a try...

Measure =
VAR LSTDATE =
    MAX ( Sales[InvoiceDate] )
RETURN
    CALCULATE (
        [SumOfSales],
        DATESBETWEEN (
            'Date'[Date],
            DATE ( YEAR ( LSTDATE ) - 1, MONTH ( LSTDATE ), DAY ( LSTDATE ) ),
            DATE ( YEAR ( LSTDATE ), MONTH ( LSTDATE ), DAY ( LSTDATE ) )
        )
    )

[mekaelj]

Hi,

I can't get this formula to work. After the datesbetween part does not work for me. 

When you type RETURN, do you mean create a new measure? So when you later type LSTDATE, is that my VAR LSTDATE measure I'm meant to use? 

[Anonymous]

To my Knowledge,

DATESBETWEN doesn't work if you don't have a full date dimensions with all the dates...

Before RETURN we will declare variables(LSTDATE) with a keyword "VAR" and after we will write an expression to use the declared variable(LSTDATE).

"LSTDATE" variable pulls the max invoicedate and then we are calculating 1 year back based on the max invoice date.

You can refer this link for Variables in DAX  https://www.sqlbi.com/articles/variables-in-dax/

I tested that and it works fine for me...

  

[mekaelj]

Hi,

I've gotten it to calculate something now, but it returns me an absurdly high number that I am not able to sort by dates for some reason. My calculation looks like this:

Rolling 12 = VAR LSTDATE = MAX(Sales[InvoiceDate]) RETURN CALCULATE([Sales in $];DATESBETWEEN('Date'[Date];DATE(YEAR(LSTDATE)-1;MONTH(LSTDATE);DAY(LSTDATE));DATE(YEAR(LSTDATE);MONTH(LSTDATE);DAY(LSTDATE))))

where Sales in $ is a measure that calculates 

Sales in $  = SUM(Sales[GrossSales]) - SUM(Sales[Discounts])

Where am I going wrong?

Regards,

[Anonymous]

Will you be able to provide sample data ...?

[mekaelj]

I can try to provide some but I'll have to create it first as all the data is confidential. 

Does anyone else have any suggestions on how I can make this happen?