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Anonymous
Not applicable

3, 6 & 12 months rolling percentage

Hi All,

I have a requirement of getting 3, 6  and 12 months rolling % from the below data.

I did check multiple solutions provided in the forum.  I was able to arrive close the required output, but still missing the exact %.

 

Screenshot.PNG

 

Below is the required output.  I have used the below excel formula to arrive the %

=IF(AND('Total Header Forecast'=0,'Primary Sales'=0),0,IF('Total Header Forecast'=0,1,TAE/'Total Header Forecast'))

Screenshot_2.PNG

i have attached the excel and pbix file for your reference.

Any assistance on this is much appreciated.

PBIX file

Data File 

Regards,

Pavan

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Anonymous , for rolling you can use date table and formula similar to these

 

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

Rolling 6 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-6,MONTH))

Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-3,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 :radacad sqlbi My Video Series Appreciate your Kudos.

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3 REPLIES 3
Anonymous
Not applicable

Hi @amitchandak ,

 

I just changed the sum column in the formula provided by you with the excel formula that was used earlier, unbelivable, it has given me the exact right output.

I was thinking till this moment that i have to use a standard column "CALCULATE(sum(Sales[Sales Amount])," always to get what we want, however i just realised and learned that it can be tweaked as per the requirements.

 

I am really sorry for the inconvenience if any to the forum members.

 

To conclude, with the below formulas, i have the required solution.

 

Regards,

Pavan

Anonymous
Not applicable

Hi @amitchandak ,

 

Thank your for your time.

I did try these formulas, however they have not given me the right output.

At present i have used the below DAX formula which is closest to my required output.

3MR =
VAR datamonth = MAX('Fact Table'[Date])
VAR datayear = MAX('Fact Table'[Date])
VAR temp =
CALCULATE(
AVERAGEX(
SUMMARIZE(
'Fact Table',
'Date Calendar'[Date].[Year],
'Date Calendar'[Date].[Month],
"Sumtotal", [FB%]
),
[Sumtotal]
),
DATESINPERIOD(
'Date Calendar'[Date],
LASTDATE('Date Calendar'[Date]),
-3,
MONTH
)
)
RETURN
IF(AND(SELECTEDVALUE('Date Calendar'[Date].[Year]) = datayear,
SELECTEDVALUE('Date Calendar'[Date].[MonthNo]) > datamonth), BLANK(), temp)
 
I did tried with SUMX instead of Averagex, but still the same result.
 
Regards,
Pavan
amitchandak
Super User
Super User

@Anonymous , for rolling you can use date table and formula similar to these

 

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

Rolling 6 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-6,MONTH))

Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-3,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 :radacad sqlbi My Video Series Appreciate your Kudos.

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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