Calculating rolling revenue numbers

[Anonymous]

Hi ALL,

I have to build a pretty tricky chart where I have to show revenue by month.

The challenge is that a 12 month rolling data point would be the current month plus the previous 11 months, the previous month data point would be the previous month plus the previous 11 months i.e. Aug 2019 would be Aug 2019 to Sept 2018, July 2019 would be July 2019 to Aug 2018, June 2019 would be June 2019 to July 2018.

Please help!

[AlB]

Hi @Anonymous 

It would certainly help if you showed your data. Please have a look at these tips for getting your question answered quickly. 

If you have months on the axis of your chart, you can use a measure along these lines if you have a calendar table (preferable):

Measure =
CALCULATE (
    SUM ( Table1[Revenue] ),
    FILTER (
        ALL ( CalendarTable[Month] ),
        CalendarTable[Month] <= MAX ( CalendarTable[Month] ) && CalendarTable[Month] > (MAX ( CalendarTable[Month] ) -12 )
    )
)

[Anonymous]

Hi,

Try using the below measure:

Total Revenue = SUM( Data[Revenue] )

12 Month Rolling Revenue = CALCULATE(
[Total Revenue],DATESINPERIOD('Calendar'[date], 
MAX('Calendar'[date]),-12,MONTH)
)

Thanks.

Please accept this as a solution if it satisfies the requirement. Appreciate your Kudos. 🙂