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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
Solved! Go to Solution.
@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.
@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.
@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])
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