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Cliff09
Regular Visitor

12 Month Rolling average.

Hi,

 

I have been asked to show our monthly sales with a moving average in a table (and chart). Here is some sample data:

 

Sale DateSale Amount
2/07/2017$15,000
11/07/2017$20,000
19/07/2017$4,000
21/07/2017$4,000
21/07/2017$60,000
2/08/2017$21,000
3/08/2017$15,000
19/08/2017$5,500
19/08/2017$15,000
29/08/2017$20,000
29/08/2017$4,000
1/09/2017$10,000
15/09/2017$15,000
17/09/2017$5,500
18/09/2017$15,000
25/09/2017$20,000
2/10/2017$4,000
5/10/2017$60,000
12/10/2017$21,000
26/10/2017$8,000
28/10/2017$11,000
28/10/2017$500
28/10/2017$15,000

 

It is simple to display the monthly totals, but I am stuck getting the rolling average to work. I have tried messing with a number of DAX expressions that solved similar problem on the forums but can't find exactly what I need.

 

This is the result I am after:

 

Sale MonthTotal Monthly Sales12 Month Moving Average 
Jul-17$103,000 
Aug-17$80,500 
Sep-17$65,500 
Oct-17$119,500 

 

 

Thanks,

Cliff

1 ACCEPTED SOLUTION

@Cliff09,

 

Apologise for the late response. Addressed your issue.

 

Here is the solution,

 

Step 1: Create a quick measure -> Rolling average

 

Quick.PNG

 

Step 2: Edit the DAX of the quick measure -> Change AVERAGEX to SUMX

SUMX.PNG

 

That's it

View solution in original post

16 REPLIES 16
JLKM
Frequent Visitor

Hi All,

 

I don't see 'Rolling average' in Quick measure. Is it removed/deprecated?

 

--

Yours

jmf2244
New Member

I do the rolling average and the result is ok. But when I graph the measure in a timeline, it shows datapoints into the future. E.g., let's say my data ends on 4/1/19 and I calculate a 10-day rolling average. The timeline goes up to 4/11/19, i.e. 10 days after my last data point. How can I make my graph end on 04/01/2019?

 

I would really appreciate help on this!

 

Anonymous
Not applicable

Hi @jmf2244 

 

This is 10 days rolling average I used on one of my reports and it works well according to your issue.

kindly find the example attached and please let me know if it works:

 

Revenue rolling average =
CALCULATE(IF([Revenue]<>BLANK();
    
    VAR __LAST_DATE = LASTDATE('Date'[Date].[Date])
    RETURN
        AVERAGEX(
            DATESBETWEEN(
                'Date'[Date].[Date];
                DATEADD(__LAST_DATE; -10; DAY);
                DATEADD(__LAST_DATE; 1; DAY)
            );
            CALCULATE([Revenue])
        )
))

Thanks @Anonymous . However, I am getting the following error: "A single value for column 'Revenue' in table 'xxxx' cannot be determined." (I replaced "Revenue" and "xxxx" with the real names to follow your example)

It seems like IF needs a single value in the logical test, not a table, right?

 

 

Anonymous
Not applicable

jmf2244
New Member

I do the rolling average and the result is ok. But when I graph the measure in a timeline, it shows datapoints into the future. E.g., let's say my data ends on 4/1/19 and I calculate a 10-day rolling average. The timeline goes up to 4/11/19, i.e. 10 days after my last data point. How can I make my graph end on 04/01/2019?

 

I would really appreciate help on this!

 

Anonymous
Not applicable

hi, i have been using quick measures to calculate rolling average of the last 3,6,12 and 18 months to generate the rankings at work, for some odd reason the averages dont work anymore since we are in a new year, can someone help i am stuck

Can you share more detail about your issue with sample data?

Anonymous
Not applicable

Hi @SivaMani

 

i have sent you a link to my pbix file via private message

 

kind regards

HiltonM

SivaMani
Resident Rockstar
Resident Rockstar

@Cliff09,

 

Try this and let me if it's working or not,

 

Sales Value L12M =

VAR  __EndDate = EOMONTH(LASTDATE(‘Sales’[Date]),0)

VAR  __StartDate = DATE(YEAR(__EndDate),MONTH(__EndDate) - 12,1)

RETURN

CALCULATE(SUM(‘Sales’[Value]), DATESBETWEEN(‘Sales’ [Date], __StartDate, __EndDate))

Hi SivaMani,

 

That is just repeating the value from the 'Total Monthly Sales' Column.

If you create this as a calculated column, it repeats the value.

 

Please, create as a calculated measure.

Yes, I have created it as a measure.

 

Here is the result I get on the sample data:

Capture.PNG

@Cliff09,

 

Apologise for the late response. Addressed your issue.

 

Here is the solution,

 

Step 1: Create a quick measure -> Rolling average

 

Quick.PNG

 

Step 2: Edit the DAX of the quick measure -> Change AVERAGEX to SUMX

SUMX.PNG

 

That's it

This is what i need thanks. Trying to get this to ignore an external slicer for geography though - i'm guessing i'm missing and ALL somewhere or something?

Hi SaviMani,

 

Thanks that did the trick. Although leaving it as AVERAGEX gives me that result I am after.

 

I do run a "Can't display the vidual." error when I try to apply date slice to the page and I have sent off a 'frown' to Microsoft support for this.

 

Thanks for your help!

 

 

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