topic Rolling Total and Moving 12 Month Average in DAX Commands and Tips

Rolling Total and Moving 12 Month Average

james_pease — Thu, 10 Aug 2023 21:17:21 GMT

Hello everyone, I am trying to create 2 matrixes. For the first matrix, I want to look at the total sum for each user by month/year divided by the number of stores they are responsible for, giving me the avg monthly total per store. (total/number of stores)

For the second matrix, I want to look at a rolling 12-month moving average for a user divided by the number of stores they are responsible for, giving me the moving 12-month avg per store. (rolling 12-month avg/number of stores)

So, it feels like a simple solution but I am having an issue with calculating a rolling sum. If I can calculate the rolling sum, dividing by the number of stores will give me a user's monthly spend by store. From there I believe to get the moving 12-month average, I could divide by 12 or use the datesinperiod expression.

Here is the rolling sum formula with errors:

Total Running Total =

DIVIDE (CALCULATE(

SUM ('All Amazon and Bento'[Amount]),

FILTER (

'Date_Value',Date_Value[DateValue] <= MAX( 'All Amazon and Bento'[Order Date] )

)

[Number of Stores Measure]

)

Here is the Total per store measure:

Total per Store Measure =

CALCULATE (

DIVIDE (

'All Amazon and Bento'[Amazon Sum] + 'All Amazon and Bento'[Bento Sum],

[Number of Stores Measure]

)

I should be seeing the sum grow each month, from there I can then add the datesinperiod to limit to transfer it to a moving 12-month sum. Here are the matrixes:

I'm not sure why I am not seeing a rolling sum on the first matrix when the formulas are clearly different.

Thank you in advance!

Re: Rolling Total and Moving 12 Month Average

james_pease — Thu, 10 Aug 2023 22:20:43 GMT

I think I might have a solution, I am double-checking the data manually to see if the numbers add up:

Moving Average per Store Measure =

CALCULATE (

DIVIDE (

AVERAGEX ( 'All Amazon and Bento', SUM ( 'All Amazon and Bento'[Amount] ) ),

[Number of Stores Measure]

DATESINPERIOD (

Date_Value[DateValue],

LASTDATE ( Date_Value[DateValue] ),

-12,

MONTH

)

Re: Rolling Total and Moving 12 Month Average

Anonymous — Tue, 15 Aug 2023 00:49:04 GMT

Hi james_pease,

It seems like a common issue when measure expression calculates with multiple aggregates, you can take a look at the following blog to know how to handle this scenario:

Measure Totals, The Final Word

Regards,

Xiaoxin Sheng

Re: Rolling Total and Moving 12 Month Average

james_pease — Tue, 15 Aug 2023 14:32:58 GMT

Thank you, I was hoping to avoid using Summarize as I will lose filter context but it appears this would be the best solution. Thank you so much!