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Anonymous
Not applicable

Rolling Total for Past 12 Months

I have a date table and Financial table.

 

If I select a particular monthyear from slicer of date table then my visual should display rolling total of previous 12 months sales sum from that selected monthyear.

 

Eg if I select july 2014, then my visual should display Rolling sum of sales from july 2013 to july 2014. i.e sales of February will be sum of Jan and feb, Sales of March should be sum of Jan,Feb and March and so on.

 

My code - 

rolling total =
var currentdate = MAX('Date'[Date])
var period = DATESINPERIOD('Date'[Date],currentdate,-12,MONTH)
return

CALCULATE(SUM(financials[ Sales]),FILTER(ALL('Date'[Date]),'Date'[Date]<=currentdate),period)
 
But I am getting wrong output:
Capture.PNG
 

 

How do I do that?

1 REPLY 1
VahidDM
Super User
Super User

Hi @Anonymous 

 

Try this measure:

rolling total 12 =
VAR _Date =
    MAX ( 'Date'[Date] )
VAR _LDate =
    DATE ( YEAR ( _Date ) - 1, MONTH ( _Date ), DAY ( _Date ) )
RETURN
    CALCULATE (
        SUM ( financials[Sales] ),
        FILTER ( ALL ( 'Date' ), 'Date'[Date] <= _Date && 'Date'[Date] > _LDate )
    )

 

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.

Appreciate your Kudos!!

 

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