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james_pease's avatar
james_pease
Helper III
3 years ago
Solved

Rolling 12 Month Average

Hello everyone, I need assistance correcting my formula for a 12-month rolling average. I am trying to find out the monthly spending of Amazon and Company Cards (Bento), then find out the monthly average per store. I am summing Amazon and Bento Spend based on status = 'Complete' and not 'Declined' See the following 3 measures:

  • Amazon Sum = CALCULATE(sum('All Amazon and Bento'[Amount]), 'All Amazon and Bento'[Data Table] = "Amazon", 'All Amazon and Bento'[Order Status] <> "Cancelled")
  • Bento Sum = CALCULATE(Sum('All Amazon and Bento'[Amount]), 'All Amazon and Bento'[Data Table] = "Bento", 'All Amazon and Bento'[Order Status] = "Complete")
  • Total Sum = 'All Amazon and Bento'[Amazon Sum] + 'All Amazon and Bento'[Bento Sum]
From here, I created a Number of Stores Calculated column to see the number of stores each employee is responsible for. This column is stored in a different table where I have all the employee's name identifiers and departments. So basically a look-up table.
 
I have a date table which I assigned a relationship as one to many to the 'all amazon and bento' table.
My calculated column for calculating a rolling 12-month average is the following:
  • 12-Month Average per Store =
    CALCULATE (
        AVERAGEX (
            VALUES ( 'All Amazon and Bento'[Year & Month] ),
            DIVIDE ( [Total Sum], COUNT(  Names_Table_Amazon_and_Bento[Number of Stores] ) )
        ),
        DATESINPERIOD (
            Date_Value[DateValue],
            MAX ( 'All Amazon and Bento'[Order Date] ),
            -12,
            MONTH
        )
    )
I am expecting to see a moving average, but I am receiving the same average for each month, please see below (I blacked out the names for privacy):

 

The matrix can be expanded to see how many stores an employee is responsible for. I also created a relationship between the Names_table and the store_list table as one to many. Please let me know what I am doing wrong.
 
Thank you!
  • james_pease's avatar
    james_pease
    3 years ago

    Thank you, I actually used that site to help try and diagnose my issue but still couldn't figure out my error.  My formula appears to be identical with the expectation he uses Variables. Also, my tables with the sales do not have daily sales, that's the only difference I can think of, but in my datesinperiod portion, I am using a continuous date table regardless.

  • james_pease's avatar
    james_pease
    3 years ago

    I figured it out, I was trying to make the 12-month moving average a calculated column when it should be a measure. Thank you for helping me navigate this!

4 Replies

    • james_pease's avatar
      james_pease
      Helper III
      3 years ago

      I figured it out, I was trying to make the 12-month moving average a calculated column when it should be a measure. Thank you for helping me navigate this!

    • james_pease's avatar
      james_pease
      Helper III
      3 years ago

      Thank you, I actually used that site to help try and diagnose my issue but still couldn't figure out my error.  My formula appears to be identical with the expectation he uses Variables. Also, my tables with the sales do not have daily sales, that's the only difference I can think of, but in my datesinperiod portion, I am using a continuous date table regardless.