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james_pease
Helper III
Helper III

Rolling Total and Moving 12 Month Average

Hello everyone, I am trying to create 2 matrixes. For the first matrix, I want to look at the total sum for each user by month/year divided by the number of stores they are responsible for, giving me the avg monthly total per store. (total/number of stores)

 

For the second matrix, I want to look at a rolling 12-month moving average for a user divided by the number of stores they are responsible for, giving me the moving 12-month avg per store. (rolling 12-month avg/number of stores)

 

So, it feels like a simple solution but I am having an issue with calculating a rolling sum. If I can calculate the rolling sum, dividing by the number of stores will give me a user's monthly spend by store. From there I believe to get the moving 12-month average, I could divide by 12 or use the datesinperiod expression.

 

Here is the rolling sum formula with errors:

Total Running Total =
DIVIDE (CALCULATE(
    SUM ('All Amazon and Bento'[Amount]),
        FILTER (
            'Date_Value',Date_Value[DateValue] <= MAX( 'All Amazon and Bento'[Order Date] )
        )
    ),
    [Number of Stores Measure]
)
 
Here is the Total per store measure:
Total per Store Measure =
CALCULATE (
    DIVIDE (
        'All Amazon and Bento'[Amazon Sum] + 'All Amazon and Bento'[Bento Sum],
        [Number of Stores Measure]
    )
)
I should be seeing the sum grow each month, from there I can then add the datesinperiod to limit to transfer it to a moving 12-month sum. Here are the matrixes:
james_pease_1-1691702199436.png

 

I'm not sure why I am not seeing a rolling sum on the first matrix when the formulas are clearly different. 

 

Thank you in advance!

1 ACCEPTED SOLUTION

Hi @james_pease,

It seems like a common issue when measure expression calculates with multiple aggregates, you can take a look at the following blog to know how to handle this scenario:

Measure Totals, The Final Word 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

3 REPLIES 3
james_pease
Helper III
Helper III

I think I might have a solution, I am double-checking the data manually to see if the numbers add up:

Moving Average per Store Measure =
CALCULATE (
    DIVIDE (
        AVERAGEX ( 'All Amazon and Bento', SUM ( 'All Amazon and Bento'[Amount] ) ),
        [Number of Stores Measure]
    ),
    DATESINPERIOD (
        Date_Value[DateValue],
        LASTDATE ( Date_Value[DateValue] ),
        -12,
        MONTH
    )
)

Hi @james_pease,

It seems like a common issue when measure expression calculates with multiple aggregates, you can take a look at the following blog to know how to handle this scenario:

Measure Totals, The Final Word 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

Thank you, I was hoping to avoid using Summarize as I will lose filter context but it appears this would be the best solution. Thank you so much!

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