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kalpesh07's avatar
kalpesh07
Frequent Visitor
2 years ago
Solved

Rolling Period

Hi All,
I need help with Calculating on Rolling period Basis. MAT means last 12 Month.
So I've to calculate Sales% basis Last 12 month for every month like

Jan'24 MAT (Feb23-Jan24)
Feb'24 MAT (Mar23-Feb'24)
Mar'24 MAT (Apr23-Mar24)

I've already created a measure Sales% = Sales/Total sales.
How to create  MAT SALES% measure so whatever month is selected, it calculate basis last 12 month value.

  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi, kalpesh07 

    Thanks for bhanu_gautam reply. Here is the complementary method, which still primarily utilizes the time-intelligent function.

    Measure:

    %Sales = 
VAR _dateEnd =
    SELECTEDVALUE ( 'Table'[Date] )
VAR _dateEndDay =
    DAY ( _dateEnd ) + 1
VAR _dateStart =
    EOMONTH ( _dateEnd, -13 ) + _dateEndDay
VAR _monthStart =
    EOMONTH ( _dateEnd, -2 ) + _dateEndDay
VAR _TotalSales =
    CALCULATE (
        SUM ( 'Table'[Sales] ),
        'Table'[Date] >= _dateStart
            && 'Table'[Date] <= _dateEnd
    )
VAR _MonthSales =
    CALCULATE (
        SUM ( 'Table'[Sales] ),
        'Table'[Date] >= _monthStart
            && 'Table'[Date] <= _dateEnd
    )
VAR _result =
    DIVIDE ( _MonthSales, _TotalSales )
RETURN
    _result

     

    Best Regards,
    Yang
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know.     Thanks a lot!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum


     

2 Replies

  • bhanu_gautam's avatar
    bhanu_gautam
    Super User
    2 years ago

    kalpesh07 , You can achieve this by using DAX measures in Power BI

     

    First make sure you have a date table in your model, if not than create one using 

    DateTable =
        ADDCOLUMNS (
            CALENDAR (DATE(2020, 1, 1), DATE(2030, 12, 31)),
            "Year", YEAR([Date]),
            "Month", MONTH([Date]),
            "MonthName", FORMAT([Date], "MMMM"),
            "YearMonth", FORMAT([Date], "YYYYMM")
        )
     
    Then create a sales measure

    TotalSales = SUM(Sales[SalesAmount])
     
    Then create a sales percentage measure

    SalesPercentage = DIVIDE([TotalSales], CALCULATE([TotalSales], ALL(Sales)))
     
    In Last create a new measure as Mat sales %

    MAT Sales% =
    VAR CurrentDate = MAX(DateTable[Date])
    VAR StartDate = EDATE(CurrentDate, -11) -- 11 months back from the current month
    RETURN
    CALCULATE(
    [SalesPercentage],
    DATESBETWEEN(DateTable[Date], StartDate, CurrentDate)
    )
  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi, kalpesh07 

    Thanks for bhanu_gautam reply. Here is the complementary method, which still primarily utilizes the time-intelligent function.

    Measure:

    %Sales = 
VAR _dateEnd =
    SELECTEDVALUE ( 'Table'[Date] )
VAR _dateEndDay =
    DAY ( _dateEnd ) + 1
VAR _dateStart =
    EOMONTH ( _dateEnd, -13 ) + _dateEndDay
VAR _monthStart =
    EOMONTH ( _dateEnd, -2 ) + _dateEndDay
VAR _TotalSales =
    CALCULATE (
        SUM ( 'Table'[Sales] ),
        'Table'[Date] >= _dateStart
            && 'Table'[Date] <= _dateEnd
    )
VAR _MonthSales =
    CALCULATE (
        SUM ( 'Table'[Sales] ),
        'Table'[Date] >= _monthStart
            && 'Table'[Date] <= _dateEnd
    )
VAR _result =
    DIVIDE ( _MonthSales, _TotalSales )
RETURN
    _result

     

    Best Regards,
    Yang
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know.     Thanks a lot!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum