topic Re: Measure for rolling 12 month average in DAX Commands and Tips

Measure for rolling 12 month average

Bfaws — Tue, 02 Jun 2020 08:39:15 GMT

Hi,

I`m looking for a measure to calculate average Full time equivalent (FTE) over a 12 month rolling period. I have a table that shows the sum of FTE for each month. What I would like is an additional column which shows the previous 12 month rolling average.

Please see what first table looks like:

And this is the expected result:

Any help would be much appreciated.

Thanks,

Brendan

Re: Measure for rolling 12 month average

stevedep — Tue, 02 Jun 2020 09:22:05 GMT

Hi,

See;

Rolling12month = CALCULATE( AVERAGE( 'Table'[Sum of FTE]); DATESINPERIOD( 'Date'[Date]; MAX( 'Date'[Date] ); -12; MONTH ))

Power BI file is here.

Some tweaking might be needed because the RT needs to be calculated on an aggregate. Pls share detailed data in case this does not work.

Kind regards,

Steve.

Re: Measure for rolling 12 month average

Anonymous — Tue, 02 Jun 2020 10:50:06 GMT

Hi Bfaws ,

You can try this measure.

12monthsRollingAvg =

var _a = MAX('Table'[Report Date])

var _12months = Minx(DATEADD('Table'[Report Date],-12,MONTH),'Table'[Report Date])

Return

//To get average of all the report Dates

//CALCULATE(Average('Table'[Sum of FTE]), Filter(ALL('Table'),'Table'[Report Date] <=_a && 'Table'[Report Date] > _12months))

//To get Average Dates where previous data of 12 months is available

SWITCH(

TRUE(),

CountROWS(FILTER(ALL('Table'),'Table'[Report Date] <=_a && 'Table'[Report Date] > _12months)) = 12,CALCULATE(Average('Table'[Sum of FTE]), Filter(ALL('Table'),'Table'[Report Date] <=_a && 'Table'[Report Date] > _12months))

)

Regards,

Harsh Nathani

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Re: Measure for rolling 12 month average

Bfaws — Wed, 03 Jun 2020 06:11:03 GMT

Hi Steve,

Thanks for the response. I have tried this but dont quite get the result. This is probably my fault though as I think i have over-simplied the information provided. I have set up a pbix file which mirrors the real file in terms of format of data loaded and model structure. Can you please have another look.

Much appreciated.

Brendan

https://1drv.ms/u/s!AtGISPtZ7ajKgQDjcO06sW8SzOPn?e=wHVvjS

Re: Measure for rolling 12 month average

stevedep — Wed, 03 Jun 2020 06:57:56 GMT

I see,

Rolling12month = var v_dates = DATESINPERIOD( Rolling_Calendar_Lookup[Date]; MAX( Rolling_Calendar_Lookup[Date] ); -12; MONTH ) return AVERAGEX(v_dates;[sum FTE])

Power BI file here.

Hope it helps.

Kind regards,

Steve.

Re: Measure for rolling 12 month average

Bfaws — Wed, 03 Jun 2020 07:47:03 GMT

Hi Steve,

Many thanks. That's worked exactly as expected.

Brendan

Re: Measure for rolling 12 month average

mcash — Mon, 18 Sep 2023 18:44:15 GMT

Steve,

Hopefully you're still active. How would I write this so that it ignores my Date slicer and continues to average back past the 1st date shown? For example, in OPs example April 2017 is average as just one month, but I would like to average the 12 months prior to April 2017.

Thanks