Running 12 month calculation for prior year

[Anonymous]

Hello, 

I have a slicer set up like this:

Using this slicer, I calculate CY and PY YTD gross revenue with the following commands:

CYTotalGrossRevenue = SUMX(DISTINCT('ADM VW_ClubsDaysToPayv2'[order_id]), CALCULATE(MAX('ADM VW_ClubsDaysToPayv2'[gross_rev])))  + SUM('ADM VW_ClubsDaysToPayv2'[late_fee])

PYTotalGrossRevenue = CALCULATE([CYTotalGrossRevenue], DATEADD('dim CalendarDate'[CalendarDateKey], -1, YEAR))

This works fine. But I also need two 12-month running gross revenue totals from 1-year and also 16-months prior to the max date of the slicer. So, 6/10/2021 to 6/10/2022 and also 2/10/2021 to 2/10/2022.

What is the best way to approach this? 

[v-yueyunzh-msft · Accepted solution]

HI , @Anonymous 

According to your description, you want to " two 12-month running gross revenue totals from 1-year and also 16-months prior to the max date of the slicer".

Here are the steps you can refer to :
(1)This is my test data , you can see if i understand your need:

(2)We can create two measure like this:

Running 1-year = var _slicer = MAXX( ALLSELECTED('dim CalendarDate') ,[CalendarDateKey])
var _pre12years = EDATE(_slicer,-12)
var _pre24years = EDATE(_slicer,-24)
var _t =FILTER( ADDCOLUMNS( ALL('dim CalendarDate') , "CY" , [CYTotalGrossRevenue]) , [CalendarDateKey]>=_pre24years && [CalendarDateKey]<= _pre12years)

return
sumx(_t,[CY])

Running 16-months = var _slicer = MAXX( ALLSELECTED('dim CalendarDate') ,[CalendarDateKey])
var _pre16years = EDATE(_slicer,-16)
var _pre28years = EDATE(_slicer,-28)
var _t =FILTER( ADDCOLUMNS( ALL('dim CalendarDate') , "CY" , [CYTotalGrossRevenue]) , [CalendarDateKey]>=_pre28years && [CalendarDateKey]<= _pre16years)

return
sumx(_t,[CY])

Then  we can put the measure on the visual and we can get this:

If this method does not meet your needs, you can provide us with your special sample data and the desired output sample data in the form of tables, so that we can better help you solve the problem. (You can also upload you sample .pbix [without sensitive data] to the OneDrive and share with the OneDrive link to me ! )

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

Best Regards,

Aniya Zhang

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