Forum Discussion
Rolling 12 months
Hi all,
I'm trying to calculate rolling 12 months,
What I'm sorting is for Rolling 12 months, 2022Q3 = 2186
2022Q4 = 2186+1914=4100
2023 Q1=2186+1914+886=4986
I'm a bit stumped that this is not working for me, and I am not sure what I'm missing.
devika , Always use the date table joined with date of your table. If possible use the Window function
Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],MAX('Date'[Date]),-12,MONTH))
Rolling Months Formula: https://youtu.be/GS5O4G81fww
Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc
2 Replies
- amitchandak
Super User
devika , Always use the date table joined with date of your table. If possible use the Window function
Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],MAX('Date'[Date]),-12,MONTH))
Rolling Months Formula: https://youtu.be/GS5O4G81fww
Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc
- devika
Helper II
Thanks, amitchandak, for your reply and for sharing your knowledge; it worked when I joined the data table.