Monthly Comparison with yearly average

[madisonkelly]

I need to create a table or matrix that breaks the data into 4 columns: this month, last month, average of last 6 months, and avg of last 12 months.

What is the best way to go about this? I tried grouping the data, but the groups can't overlap (ie 4/20/22 would need to be included in last month, last 6 months, and last 12 months. I also tried this formula 

Last month = CALCULATE('Charge Data'[Total Charges],dateadd('Charge Data'[Date Satisfied],-1,MONTH))

But adding that measure to the matrix values just includes it as a new row... If that makes any sense?

Any and all help is appreciated! 

[Whitewater100 · Accepted solution]

Hi:

If you are asking how to display matrix on rows you can do hat in formatting, I'll post image here.

If you are asking about measures,it's best to get a Date Table in your model, with relationship with Fact Table. I'll paste date table code below. MODELING>NEW TABLE ..see last part of this message. You will have a new field in the dates table Dates[Date] that should be used in visuals and also your measures.

Let]s say you have a measure for Total Charges:

Total Charges = SUM('Charge Data'[Total Charges])

Then you use this pattern with DATEADD function

Last Month Charges = CALCULATE([Total Charges], DATEADD(Dates[Date], -1, MONTH))

Charges last 6 months = CALCULATE([Total Charges], DATEADD(Dates[Date], -12, MONTH))
Last 12 Month Charges = CALCULATE([Total Charges], DATEADD(Dates[Date], -1, YEAR))

I hope this helps:

Date Table cose next:

Dates = ADDCOLUMNS ( CALENDAR (FIRSTDATE(Sheet1[ Date]), TODAY()), "year", YEAR ( [Date] ), "MonthNumber", FORMAT ( [Date], "MM" ), "year-month", FORMAT ( [Date], "YYYY-MM" ), "month-year", FORMAT ( [Date], "MM-'YY" ) )