topic Re: How to correctly add rolling 12 months in DAX Commands and Tips

How to correctly add rolling 12 months

joshl525 — Thu, 18 Sep 2025 22:32:17 GMT

Hello, team,

I was trying to add the last 12 months total value for the "Valor" Column using the following formula:

CALCULATE(
SUM('BD_Core'[Valor]), 'BD_Core'[Versión] = "VR",
FILTER(
ALL('BD_Core'[Monthyear]),
'BD_Core'[Monthyear] <= TODAY() && 'BD_Core'[Monthyear] >= TODAY() -365
))

So, for instance, in February 2025 it should display the total amount of Feb 2024 to Jan 2025.

However, the only thing it does is to display only the same value of the column, not adding the last 12 months for the month selected. Any help on this?

Thanks in advance.

Re: How to correctly add rolling 12 months

MasonMA — Thu, 18 Sep 2025 23:29:41 GMT

joshl525

Hi, i'm not sure if your [Monthyear] can be used to compare directly to TODAY(). I'd suggest using a separate, dedicated Date table with a relationship to BD_Core. Then you can use DATESINPERIOD or DATEADD for rolling 12 months.

Create a proper Date table and mark it as Date table under Modelling tab. Connect it to your 'BD_Core' with one-to-many, then use this sample DAX for rolling 12 months

Measure = CALCULATE ( SUM ( 'BD_Core'[Valor] ), 'BD_Core'[Versión] = "VR", DATESINPERIOD ( 'Date'[Date], MAX ( 'Date'[Date] ), -- current context date -12, MONTH -- go back 12 months ) )

Re: How to correctly add rolling 12 months

Jihwan_Kim — Fri, 19 Sep 2025 02:19:42 GMT

Hi,

I am not sure if I understood your question correctly, but please try to use KEEPFILTERS DAX function in the measure.

Please try to write something like below, and please check whether it suits your requirement.

KEEPFILTERS, functie (DAX) - DAX | Microsoft Learn

CALCULATE ( SUM ( 'BD_Core'[Valor] ), 'BD_Core'[Versión] = "VR", KEEPFILTERS ( FILTER ( ALL ( 'BD_Core'[Monthyear] ), 'BD_Core'[Monthyear] <= TODAY () && 'BD_Core'[Monthyear] >= TODAY () - 365 ) ) )

Re: How to correctly add rolling 12 months

v-venuppu — Mon, 22 Sep 2025 07:01:59 GMT

Hi joshl525 ,

Thank you for reaching out to Microsoft Fabric Community.

Thank you Jihwan_Kim MasonMA for the prompt response.

I wanted to check if you had the opportunity to review the information provided and resolve the issue..?Please let us know if you need any further assistance.We are happy to help.

Thank you.

Re: How to correctly add rolling 12 months

joshl525 — Mon, 22 Sep 2025 16:55:03 GMT

Hello. For time being, the only thing the provided solutions do is to sum the values according to this condition: 'BD_Core'[Versión] = "VR". Hence, is not adding up the values 12 months backwards.

Re: How to correctly add rolling 12 months

v-venuppu — Wed, 24 Sep 2025 11:22:54 GMT

Hi joshl525 ,

Thank you for reaching out to Microsoft Fabric Community.

Thank you Jihwan_Kim MasonMA for the prompt response.

I have created a PBIX file using sample data.Please go through the attached PBIX for your reference.

Re: How to correctly add rolling 12 months

joshl525 — Wed, 24 Sep 2025 15:25:52 GMT

Thank you!

Re: How to correctly add rolling 12 months

v-venuppu — Mon, 29 Sep 2025 08:04:24 GMT

Hi joshl525 ,

May I ask if you have resolved this issue? Please let us know if you have any further issues, we are happy to help.

Thank you.

Re: How to correctly add rolling 12 months

v-venuppu — Fri, 03 Oct 2025 07:43:39 GMT

Hi joshl525 ,

I hope the information provided is helpful.I wanted to check whether you were able to resolve the issue with the provided solutions.Please let us know if you need any further assistance.

Thank you.