Visualize Rolling 12 Months

[Anonymous]

Hi Everyone, 

I've spent about two days researching how to accomplish this, reading articles both on the PBI forum and also external articles. I've attempted to solve this myself using some DAX others shared, but I'm still not able to accomplish what I'm trying to achieve. 

I have a dates table that's already set and built quite extensively. It's also set as my date table in PBI. [Dates]

I have another table with row by row employees who've terminated and within the table a date of when they were terminated. [EE Details] 

I've sucessfully written a dax called MoM Terms, which calculates total terms by month, and I've sucessfully visualize it as such and use that dax on other plots. [MoM Terms] 

I'm trying to visualize using a bar chart the rolling last twelve months (not including current month). This is what it looks like: 

As you can see, it's still including March 2020, though I didn't check off include today. ;( 

What I'm really trying to achieve is the following: 

Any thoughts on how I can do this? 🙂 Thanks so much! 

Nabsters 

[Greg_Deckler]

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

See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

[Anonymous]

@Greg_Deckler  Thanks for your response, I actually referenced that before I posted. 

[Greg_Deckler]

@Anonymous Great, sample/example data as text would be great!

[Anonymous]

Hi @Greg_Deckler  - thank you! Here's the .pbix file and you'll also find the dataset in an excel file. I'm very new at DAX and I've been learning at lot, thanks to some articles like yours. :). 

Really need to figure out how to get this visual to appear in a rolling way, like I have it in the example above. 

I've been doing a bit more research on the forums and online on how to get this configured and calculated correctly, but still running into some issues. For example, the % Churn calculation isn't calculating correctly overall and MoM. 

Churn is calculated as follows = Total#ofChurn/Avg.MonthlyHC. I believe I might be missing some pieces in my dax code. 

Could you take a look and let me know please? Please let me know if you have issues accessing the files. 

Thanks Much