3 months rolling sum

[jimpatel]

Hi,

Thanks for looking at my post. I am looking for some DAX formula for 3 months rolling sum of calculated column please? Any idea please?

Thanks a lot

[Anonymous · Accepted solution]

Hi @lbendlin ,Thanks for your quick reply, I will add more.

Hi @jimpatel ,

The Table data is shown below:

Use the following DAX expression to create columns.

Column = 
YEAR('Table'[Date]) * 100 + MONTH('Table'[Date])

Rank = 
RANKX('Table',[Column],,ASC,Dense)

3 months rolling sum = 
VAR _rank = [Rank]
VAR _table = SUMMARIZE('Table',[Rank],[Calculated Column])
RETURN
SUMX(FILTER(_table,[Rank] <= _rank && [Rank] >= _rank - 2),[Calculated Column])

Final output

Best Regards,
Wenbin Zhou
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[jimpatel]

Thanks a lot. It works perfect.

[jimpatel]

Thanks for your reply. I got stuck with "3 months rolling Sum" section. The answer shown is expected.

Thanks a lot

[lbendlin]

Please provide sample data that fully covers your issue. Show more than three months of data.  Ideally in usable format, not as a screenshot.
Please show the expected outcome based on the sample data you provided.

[lbendlin]

Sounds straightforward (apart from the data duplication - why a calculated column?). What have you tried and where are you stuck?