topic Calculate 7 Day Rolling Average (by day totals) in DAX Commands and Tips

Calculate 7 Day Rolling Average (by day totals)

james_pease — Tue, 27 Sep 2022 17:39:17 GMT

Hello all, this is probably a very simple fix. I am trying to calcualte a rolling average for the last 7 days (R7) to smooth out our daily sales and transactions graphs.

While the measure I created is functiong properly, it is averaging all of the individual sales. What I am looking for, is to average the total daily sales. I have them grouped by type as well (GrubHub, Door Dash, Kiosk, Mobile, and Uber Eats). So again my formula is giving me the R7 but its giving me the R7 for order size versus daily totals. Please see below:

R7 Sales =

CALCULATE(

AVERAGE('Sales (unpivoted)'[Value]), GROUPBY('Sales (unpivoted)','Sales (unpivoted)'[Type]),

DATESINPERIOD('Sales (unpivoted)'[Date], LASTDATE ('Sales (unpivoted)'[Date]), -7, DAY),

ALLEXCEPT('Sales (unpivoted)','Sales (unpivoted)'[Store])

)

I have tried creating calculated columns for the 5 groups but the R7 spikes at the end. So I created 1 measure then used the Type coulmn as a way to group by.

Here is an example of a calculated column which lead to a spike on the last day:

Door Dash R7 Sales =

Calculate(

AVERAGE('Sales (unpivoted)'[Value]),

DATESINPERIOD('Sales (unpivoted)'[Date], Lastdate('Sales (unpivoted)'[Date]),-7, Day),

Filter('Sales (unpivoted)', [type] = "Door Dash"))

Im sure there are multiple ways to solve this. We can solve the measure (R7 Sales) or the calculated columns (Door Dash R7 Sales). Either option is fine with me. Thank you in advance!

Re: Calculate 7 Day Rolling Average (by day totals)

amitchandak — Wed, 28 Sep 2022 02:15:02 GMT

james_pease , Use a date table, joined with 'Sales (unpivoted)'[Date]

and try meausre like

R7 Sales =
CALCULATE(
AVERAGEX(Values('Sales (unpivoted)','Sales (unpivoted)'[Type]),calculate(Sum('Sales (unpivoted)'[Value])))
DATESINPERIOD('date'[Date], LASTDATE ('date'[Date]), -7, DAY),
)

Rolling Days Formula: https://youtu.be/cJVj5nhkKBw

Average of Rolling, Average of Snapshots: https://youtu.be/_pZRdLAJxxA

Re: Calculate 7 Day Rolling Average (by day totals)

Anonymous — Wed, 28 Sep 2022 03:18:51 GMT

Hi james_pease ,

You can create a measure as below to get the rolling average values:

R7 Sales = VAR _max = MAX ( 'Sales (unpivoted)'[Date] ) VAR _min = _max - 6 RETURN IF ( _min < MINX ( ALLSELECTED ( 'Sales (unpivoted)' ), 'Sales (unpivoted)'[Date] ), BLANK (), DIVIDE ( CALCULATE ( COUNTROWS ( 'Sales (unpivoted)' ), FILTER ( ALLSELECTED ( 'Sales (unpivoted)' ), 'Sales (unpivoted)'[Date] >= _min && 'Sales (unpivoted)'[Date] <= _max ) ), 7 ) )

In addition, you can refer the following links to get it.

Rolling Averages In Power BI

Moving Average - 7 day

Rolling AVG - 7 days = CALCULATE ( SUM ( val_summary_by_day_source_tv_region[vals_booked] ) / 7, DATESINPERIOD ( 'Calendar Reference'[Date_2], LASTDATE ( 'Calendar Reference'[Date_2] ), -7, DAY ), ALLEXCEPT ( val_source_ref_lookup, val_source_ref_lookup[val_business_category] ) )

If the above one can't help you get the desired result, please provide some sample data in your table 'HVDN table call volume(main)' (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

Re: Calculate 7 Day Rolling Average (by day totals)

james_pease — Wed, 28 Sep 2022 15:37:37 GMT

The link you provided helped a ton! This is the resulting formula that did work, (the others provided sadly didnt).

R7 Sales =

CALCULATE(

Sum('Sales (unpivoted)'[Value]), Datesinperiod(Date_Value[DateValue], LASTDATE(Date_Value[DateValue]),7,DAY))

CALCULATE(DISTINCTCOUNT(Date_Value[DateValue]), Datesinperiod(Date_Value[DateValue], LASTDATE(Date_Value[DateValue]),7,DAY))