Forum Discussion
12 Month Moving Sum
Hello, I have looked at multiple 12 month moving sum posts, but still havent been able to solve my problem. My Problem is that whenever I put in a 12 month moving sum formula, I get just the same number for all dates as seen below (far right). The following picture also shows one of my 12 month moving sums that I tried.
Here is the other formula I tried.
Here is the table that I am trying to do the 12 month moving sum on (it is a calculated table):
And here is my dim Date table for good measure (only use the MonthYear Column).
If anyone can help me make sense of where I am going wrong, that would be a great help. If you need anymore information, feel free to ask. Thank you!
Solved the problem by using the new quick measure tool!
7 Replies
- Ashish_Mathur
Super User
Hi,
Share the link from where i can download your PBI file. Show the expected result there.
Hello,
Here is a link to the PBIX file:
https://drive.google.com/open?id=1iTFMfOQJny3HCAtMrHj0NULx1C3xWOYM
Here is a link to the expected results I want in an excel file:
https://drive.google.com/open?id=14SYE23OzvqT7m2nOoVmnW1Jva449DmjU
Also, I would like to be able to use a dummy filter on the 12 month sum(specifically "new business" or not) and be able to add it in another measure. I will use it in this formula:
PolicyCount/(PreviousYearPolicyCount + Previous 12 month Sum of New Business Policy Count)
* I am only having trouble getting the 12 month rolling sum
I also figured out why I was only getting repeated numbers in my table visual, it was because I did not connect my PolicyCount table to my other tables.
If you need anything else, just let me know! Thank you for the help!
- Ashish_Mathur
Hi,
I cannot download the files from that link. I get a message saying that i need permission.
