topic Re: Calculate Accumulative Sum of Sales for 12 months from First Purchase Date in DAX Commands and Tips

Calculate Accumulative Sum of Sales for 12 months from First Purchase Date

Anonymous — Mon, 03 Aug 2020 23:52:31 GMT

Hi guys

I´m fairly new to DAX and I´m trying to add the sales of each customer, cumulative sales, from their First Purchase date in either a Calculated Column or a Calculation, to show it in a table with columns or "buckets" of 12M each, kinda like the attached image.

I´ve been trying but have not been able to show the cumulative sales:

Revenue 12 month = CALCULATE(

SUM('Transaction'[Subtotal]),

DATESINPERIOD('Transaction'[First Order Date],

MAX('Transaction'[First Order Date])

,+364,

DAY))

Thanks in advance.

Roberto-A06

Re: Calculate Accumulative Sum of Sales for 12 months from First Purchase Date

Greg_Deckler — Tue, 04 Aug 2020 00:05:00 GMT

Anonymous - You should just be able to do this:

Accumulative 12M Sales = VAR __Customer = MAX('Table'[Cust #]) VAR __FirstOrderDate = MAX('Table'[First Order Date]) VAR __12MonthsEOM = EOMONTH(__FirstOrderDate,12) VAR __12MonthsDate = DATE(YEAR(__12MonthsEOM),MONTH(__12MonthsEOM),DAY(__FirstOrderDate)) RETURN SUMX(FILTER(ALL('Table'),[Cust #] = __Customer && [Order Date] >= __FirstOrderDate && [Order Date] <= __12MonthsDate),[Subtotal])

Re: Calculate Accumulative Sum of Sales for 12 months from First Purchase Date

amitchandak — Tue, 04 Aug 2020 02:20:17 GMT

Anonymous , Try like

Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],Min(Sales[Sales Date]),12,MONTH))

With a date table

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184

Appreciate your Kudos.