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jonnyA
Responsive Resident
Responsive Resident

12 month rolling average

Client wants 12 month rolling average.  If I were to choose September 2021 for my Date of Service, then how can I get that Date of Service filter to automatically consider the 12 months in total?

 

1 month, September 2021.

jonnyA_0-1633379300159.png

 

12 Months total ...

jonnyA_1-1633379411650.png

 

Thank you for your time in hoping you can figure this out!!!

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@jonnyA there are tons of posts and videos on this, check this one

 

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Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

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View solution in original post

2 REPLIES 2
v-shex-msft
Community Support
Community Support

HI @jonnyA,

You can create a table to extract date value and use it as the category of your visual.
Then you can write a measure formula to extract the current date value as a condition to looping table records and get cumulative results.

Measure =
VAR currDate =
    MAX ( 'Date'[Date] )
RETURN
    CALCULATE (
        AVERAGE ( Fact[Price] ),
        FILTER (
            ALLSELECTED ( Fact),
            Fact[Date]
                >= DATE ( YEAR ( currDate ) - 1, MONTH ( currDate ), DAY ( currDate ) )
                && Fact[Date] <= currDate
        )
    )

Regards,
Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.
parry2k
Super User
Super User

@jonnyA there are tons of posts and videos on this, check this one

 

Follow us on LinkedIn

 

Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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