12 M rolling per customer

[Anonymous]

Dear All, I have this dataset bellow (filtered per customer)

I am trying to create a column where the cumulated sales YTD starting from last year date, so there will be a total of sales from last 12 months. I have tried some formulas, but somehow I can't succeed where I am looking for.

In column 12M I have added formula: 

CALCULATE(Sum('DSO Sales PDF'[Sales]),DATESBETWEEN('DSO Sales PDF'[Dateformat],NEXTDAY(SAMEPERIODLASTYEAR('dDate Sales'[Month+Year])),LASTDATE('dDate Sales'[Month+Year])))

But somehow it just picks the sales from the starting month.

In column individual sales I have added formula: 

individual Sales = (CALCULATE(SUM('DSO Sales PDF'[Sales]),ALLEXCEPT('DSO Sales PDF','DSO Sales PDF'[Customer])))

This calculates the total sales from one customer, so I have tried to add a filter on this formula which could pickup de sales from last 12 months.

Can someone help me to get the correct formula?

Thanks!

Ramon

[parry2k · Accepted solution]

@Anonymous you should be adding these as measures not columns.

[amitchandak · Accepted solution]

@Anonymous , Not sure I get it completely

Is this a date table 'dDate Sales' ? and this the date column in date table [Month+Year] ?

Example of rolling 12 M with Dat calendar

Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-12,MONTH)) 
Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX(Sales[Sales Date]),-12,MONTH))  

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.

[Anonymous]

Hi @parry2k & @amitchandak,

Thanks a lot you guys with the formula in a measure it worked :)!

[parry2k · Accepted solution]

@Anonymous you should be adding these as measures not columns.

[Anonymous]

Hi @parry2k,

Thanks for the feedback, I'll try with a measure.

Do you know what formula I should use in this Measure?

Thanks!