Rolling Total for Past 12 Months

Anonymous — Mon, 11 Oct 2021 08:25:07 GMT

I have a date table and Financial table.

If I select a particular monthyear from slicer of date table then my visual should display rolling total of previous 12 months sales sum from that selected monthyear.

Eg if I select july 2014, then my visual should display Rolling sum of sales from july 2013 to july 2014. i.e sales of February will be sum of Jan and feb, Sales of March should be sum of Jan,Feb and March and so on.

My code -

rolling total =

var currentdate = MAX('Date'[Date])

var period = DATESINPERIOD('Date'[Date],currentdate,-12,MONTH)

return

CALCULATE(SUM(financials[ Sales]),FILTER(ALL('Date'[Date]),'Date'[Date]<=currentdate),period)

But I am getting wrong output:

How do I do that?

Re: Rolling Total for Past 12 Months

VahidDM — Mon, 11 Oct 2021 12:13:55 GMT

Hi Anonymous

Try this measure:

rolling total 12 = VAR _Date = MAX ( 'Date'[Date] ) VAR _LDate = DATE ( YEAR ( _Date ) - 1, MONTH ( _Date ), DAY ( _Date ) ) RETURN CALCULATE ( SUM ( financials[Sales] ), FILTER ( ALL ( 'Date' ), 'Date'[Date] <= _Date && 'Date'[Date] > _LDate ) )

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Appreciate your Kudos!!

topic Re: Rolling Total for Past 12 Months in DAX Commands and Tips

Rolling Total for Past 12 Months

Re: Rolling Total for Past 12 Months