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RobThrive
Resolver I
Resolver I

Showing last 12 month growth over existing portfolio

Hi,

I've pulled in a single date column called build_dates from SQL.

This is a record of all the properties/assets on our portfolio and goes well back into the 1900's.

 

I'm trying to figure out how to write a DAX formula that will show the last 12 months (of when the report was run) portfolio growth, month by month to put into a line chart. For example I have it in my head the following steps:

 

  1. Count the number of assets in the portfolio that is older than 12 months from today (store this in a variable maybe?)
  2. Count the number of assets built during the month of 12 months ago and add this to the existing portfolio number
  3. Same as step 2, but include the month of 11 months back as well
  4. Same as step 3, but include month of 10 months back as well.

But I'm not understanding how to program this, without effectively making 12-13 individual calculations. 0_o.

I have a DateTable created that I join to this import. This datetable has the calendarDate, Month, Year and various other columns often found in a DT.

 

Should I be using a YTD function maybe?

One of the things that has confused me, is that I was looking to use DATEADD() like you would in SQL. But it appears you cannot use DATEADD(TODAY(),n,x) to work out 12/11/10 months back from today.

Any guidance would be much appreciated please.

 

Thanks.

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