DAX for rolling 12 month average of previous 12 months

[paguy215]

I have a dataset with date that I join to a calendar table, which gives me the date, month, week, etc...

I'm trying to get a 12 month rolling average of sales for the previous 12 months (not counting the current month, so if today is December 12, 2023 I would want the average of the 12 months from December 2022 through November 2023.).

I've tried using Max Date to get the final date to be the end of the previous month (in this example November 30, 2022) but I can't get an average formula to work..

any help is appreciated.

[Sahir_Maharaj · Accepted solution]

Hello @paguy215,

Can you please try this:

1. Calculate the End of the Previous Month

EndOfPreviousMonth = 
EOMONTH(TODAY(), -1)

2. Define the 12-Month Period

StartOfPeriod = 
STARTOFMONTH(DATEADD('Date'[Date], -12, MONTH))

3. Create the Rolling 12-Month Average Measure

Rolling12MonthAvg = 
CALCULATE(
    AVERAGE('Sales'[SalesAmount]),
    DATESBETWEEN(
        'Date'[Date],
        [StartOfPeriod],
        [EndOfPreviousMonth]
    )
)

Should you require any further assistance, please do not hesitate to reach out to me.