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JL2007
Frequent Visitor

Rolling 3 Months not Filtering

Hi, I am trying to get a rolling total of $ Values over the previous 3 months, I've been able to get this to work with the code below,  but my problem now is when trying to filter for different offices, it will not filter. It just stays the total rolling 3 months. Is there something wrong with the code?

 

IF (SUM('4 Year Bookings'[Bookings]) = 0,
    BLANK(),
CALCULATE (
    SUM ( '4 Year Bookings'[Bookings] ),
    ALL ( '4 Year Bookings'),
    DATESINPERIOD('4 Year Bookings'[Date Order],MAX('4 Year Bookings'[Date Order]),-3,MONTH)))
1 ACCEPTED SOLUTION

try use all+values

ALL ( '4 Year Bookings'),

VALUES('4 Year Bookings'[Office],

View solution in original post

4 REPLIES 4
FreemanZ
Super User
Super User

because filters are ignored by ALL ( '4 Year Bookings'), try to leave it out

I did try that, and then the rolling 3 month total that does work stops working. The only way I've been able to succesfully calculate the last 3 month values is by  having the 'ALL' option, but then it breaks the filter.

try use all+values

ALL ( '4 Year Bookings'),

VALUES('4 Year Bookings'[Office],

Wow! That did it! What a simple change, but made all the difference. Thanks FreemanZ,  as a newbie to this, it has been has stumping me for days!

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