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Given this data:
What would be the best way to create a trailing 12 month average for company retention? Can I do it within this table or should I create a date table and calculate it from there?
Solved! Go to Solution.
Hi @Anonymous,
Please check out the demo in the attachment. It could be the result you want.
1. Create a date table.
2. Don't establish any relationships.
3. I would suggest you create a middle table. You also can try a measure which would be slow.
MiddleTable = SUMMARIZE ( 'Calendar', 'Calendar'[Date].[Year], 'Calendar'[Date].[Month], "amount", CALCULATE ( COUNT ( Table1[co] ), FILTER ( 'Table1', 'Table1'[startDate] <= MIN ( 'Calendar'[Date] ) && 'Table1'[endDate] >= MAX ( 'Calendar'[Date] ) ) ) )
Or
Measure 3 = CALCULATE ( AVERAGEX ( SUMMARIZE ( 'Calendar', 'Calendar'[Date].[Year], 'Calendar'[Date].[Month], "amount", CALCULATE ( COUNT ( Table1[co] ), FILTER ( 'Table1', 'Table1'[startDate] <= MIN ( 'Calendar'[Date] ) && 'Table1'[endDate] >= MAX ( 'Calendar'[Date] ) ) ) ), [amount] ), FILTER ( ALL ( 'Calendar' ), 'Calendar'[Date] >= MIN ( 'Calendar'[Date] ) && 'Calendar'[Date] <= EOMONTH ( MIN ( 'Calendar'[Date] ), 11 ) ) )
Best Regards,
Dale
Hi @Anonymous,
Please check out the demo in the attachment. It could be the result you want.
1. Create a date table.
2. Don't establish any relationships.
3. I would suggest you create a middle table. You also can try a measure which would be slow.
MiddleTable = SUMMARIZE ( 'Calendar', 'Calendar'[Date].[Year], 'Calendar'[Date].[Month], "amount", CALCULATE ( COUNT ( Table1[co] ), FILTER ( 'Table1', 'Table1'[startDate] <= MIN ( 'Calendar'[Date] ) && 'Table1'[endDate] >= MAX ( 'Calendar'[Date] ) ) ) )
Or
Measure 3 = CALCULATE ( AVERAGEX ( SUMMARIZE ( 'Calendar', 'Calendar'[Date].[Year], 'Calendar'[Date].[Month], "amount", CALCULATE ( COUNT ( Table1[co] ), FILTER ( 'Table1', 'Table1'[startDate] <= MIN ( 'Calendar'[Date] ) && 'Table1'[endDate] >= MAX ( 'Calendar'[Date] ) ) ) ), [amount] ), FILTER ( ALL ( 'Calendar' ), 'Calendar'[Date] >= MIN ( 'Calendar'[Date] ) && 'Calendar'[Date] <= EOMONTH ( MIN ( 'Calendar'[Date] ), 11 ) ) )
Best Regards,
Dale
Seems like there is some data missing. But, you can take a look at my Rolling Months Quick Measure here:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Rolling-Months/m-p/391499
Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
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