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fjmocke
Advocate I
Advocate I

12 Month Moving Average of Measure with filter

I have tried multiple online sources to build a 12 month roling average, with no success.  The 'New Quick Measure' option also did not work for me.

 

I have a measure called Availability.  The code is as follows:

Availability = CALCULATE(SUM(ShiftEvents[DurationInHours]),FILTER(ShiftEvents,ShiftEvents[Level_3_Code]="T200")) 
/
CALCULATE(SUM(ShiftEvents[DurationInHours]),FILTER(ShiftEvents,ShiftEvents[Level_2_Code]="T100"))

The following two tables exist:

 

Shifts Table

  • ShiftDate
  • MonthDate

ShiftEvents Table

  • ShiftDate,
  • DurationInHours
  • Leve_1_Code,
  • Leve_2_Code,
  • Leve_3_Code,
  • Leve_4_Code,
  • Leve_5_Code

The underlined columns have a one to many relationship.

 

'ShiftEvents' table has a date column called 'ShiftDate'.  This column is linked to the 'ShiftDate' column in a a table called 'Shifts'.  The 'Shifts' table is where the 'MonthDate' column exists in order to aggregate/slice data via Month.

 

In summary, I need to create a measure that takes the data from Availability, and construct a 12 month moving average by using the 'MonthDate' column in the 'Shifts' table.

 

Any help will be appreciated!

1 ACCEPTED SOLUTION
v-yulgu-msft
Microsoft Employee
Microsoft Employee

Hi @fjmocke,

 

I would suggest you calculate Availability via calculated column.

 

In ShiftEvents Table, please add:

MonthNo = MONTH('ShiftEvents Table'[ShiftDate])

Availability col =
 (
    CALCULATE (
        SUM ( 'ShiftEvents Table'[DurationInHours] ),
        FILTER (
            ALLEXCEPT ( 'ShiftEvents Table', 'ShiftEvents Table'[MonthNo] ),
            'ShiftEvents Table'[Leve_3_Code] = "T200"
        )
    )
        / CALCULATE (
            SUM ( 'ShiftEvents Table'[DurationInHours] ),
            FILTER (
                ALLEXCEPT ( 'ShiftEvents Table', 'ShiftEvents Table'[MonthNo] ),
                'ShiftEvents Table'[Leve_2_Code] = "T100"
            )
        )
)
    / CALCULATE (
        COUNT ( 'ShiftEvents Table'[ShiftDate] ),
        ALLEXCEPT ( 'ShiftEvents Table', 'ShiftEvents Table'[MonthNo] )
    )

Then, create measure like below:

Moving average availability =
CALCULATE (
    SUM ( 'ShiftEvents Table'[Availability col] ),
    FILTER (
        ALL ( 'Shifts table' ),
        'Shifts table'[MonthDate] <= MAX ( 'Shifts table'[MonthDate] )
            && 'Shifts table'[MonthDate]
                > MAX ( 'Shifts table'[MonthDate] ) - 3
    )
)
    / 3

1.PNG

 

Regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-yulgu-msft
Microsoft Employee
Microsoft Employee

Hi @fjmocke,

 

I would suggest you calculate Availability via calculated column.

 

In ShiftEvents Table, please add:

MonthNo = MONTH('ShiftEvents Table'[ShiftDate])

Availability col =
 (
    CALCULATE (
        SUM ( 'ShiftEvents Table'[DurationInHours] ),
        FILTER (
            ALLEXCEPT ( 'ShiftEvents Table', 'ShiftEvents Table'[MonthNo] ),
            'ShiftEvents Table'[Leve_3_Code] = "T200"
        )
    )
        / CALCULATE (
            SUM ( 'ShiftEvents Table'[DurationInHours] ),
            FILTER (
                ALLEXCEPT ( 'ShiftEvents Table', 'ShiftEvents Table'[MonthNo] ),
                'ShiftEvents Table'[Leve_2_Code] = "T100"
            )
        )
)
    / CALCULATE (
        COUNT ( 'ShiftEvents Table'[ShiftDate] ),
        ALLEXCEPT ( 'ShiftEvents Table', 'ShiftEvents Table'[MonthNo] )
    )

Then, create measure like below:

Moving average availability =
CALCULATE (
    SUM ( 'ShiftEvents Table'[Availability col] ),
    FILTER (
        ALL ( 'Shifts table' ),
        'Shifts table'[MonthDate] <= MAX ( 'Shifts table'[MonthDate] )
            && 'Shifts table'[MonthDate]
                > MAX ( 'Shifts table'[MonthDate] ) - 3
    )
)
    / 3

1.PNG

 

Regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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