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I need to create a physical table in Power BI containing the last 12 months prior to the month that is being filtered in the data segmentation and at the end of this table I need to have an average so that I can use it as the X axis of a graph. How can I achieve this?
My goal is to place the months on the X axis of the graph so that it shows the last 12 months in the format "MM/YYYY" and the average.
See below the expected result:
The example below illustrates that the month '03/2025' is being filtered in the data segmentation, so the table is returning the last 12 months prior to '03/2025'.
I have a table (dCalendar) of dates that is related to other tables
Here I create a set of sample:
Then add a new table:
Calendar =
UNION (
SUMMARIZE (
SELECTCOLUMNS (
'Table',
"YEAR_MONTH", FORMAT ( 'Table'[Month/Date], "MM/YYYY" ),
"Date",
CALCULATE (
MIN ( 'Table'[Month/Date] ),
FILTER (
ALLSELECTED ( 'Table' ),
MONTH ( 'Table'[Month/Date] ) = MONTH ( EARLIER ( 'Table'[Month/Date] ) )
&& YEAR ( 'Table'[Month/Date] ) = YEAR ( EARLIER ( 'Table'[Month/Date] ) )
)
)
),
[YEAR_MONTH],
[Date]
),
ADDCOLUMNS (
{ "Average" },
"Date",
DATE ( YEAR ( MAX ( 'Table'[Month/Date] ) ), MONTH ( MAX ( 'Table'[Month/Date] ) ) + 1, 1 )
)
)
Select the YEAR_MONTH Column and click the Sort by column in the Column tools pane then select [Date]:
Finally add a measure:
MEASURE =
VAR _currentYear =
YEAR ( SELECTEDVALUE ( 'Calendar'[Date] ) )
VAR _currentMonth =
MONTH ( SELECTEDVALUE ( 'Calendar'[Date] ) )
RETURN
IF (
SELECTEDVALUE ( 'Calendar'[YEAR_MONTH] ) <> "Average",
CALCULATE (
SUM ( 'Table'[Values] ),
FILTER (
ALLSELECTED ( 'Table' ),
YEAR ( 'Table'[Month/Date] ) = _currentYear
&& MONTH ( 'Table'[Month/Date] ) = _currentMonth
)
),
CALCULATE ( AVERAGE ( 'Table'[Values] ), ALLSELECTED ( 'Table' ) )
)
The result is as follow:
Best Regards
Zhengdong Xu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If you don't already have a date table, you can create one using DAX:
dCalendar =
ADDCOLUMNS (
CALENDAR (DATE(2010, 1, 1), DATE(2030, 12, 31)),
"Year", YEAR([Date]),
"Month", MONTH([Date]),
"MonthYear", FORMAT([Date], "MM/YYYY")
)
Create a measure to calculate the last 12 months based on the selected month:
Last12Months =
VAR SelectedMonth = MAX(dCalendar[Date])
RETURN
CALCULATETABLE (
dCalendar,
DATESINPERIOD (
dCalendar[Date],
SelectedMonth,
-12,
MONTH
)
)
Create a measure to calculate the average of the values you want to display:
AverageValue =
CALCULATE (
AVERAGE(YourTable[YourValueColumn]),
FILTER (
dCalendar,
dCalendar[Date] IN Last12Months
)
)
Add a table visual to your report.
Add the MonthYear column from the dCalendar table to the table visual.
Add the AverageValue measure to the table visual.
To format the X axis to show the months in "MM/YYYY" format, ensure that the MonthYear column is used as the X axis in your graph.
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Your solution does not address my issue. I need the "Average" on the X axis and your solution does not have it. In the screenshot example I put the sales in the month columns and the average at the end.
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