Forum Discussion

prasy14's avatar
prasy14
Icon for Helper I rankHelper I
7 years ago

BOP Rolling Average with Fiscal Calendar

Hi All,

I need help to calculate the rolling present year months average for Beginning for Period Inventory. Below is my calculation to get Beginning of Period
Our Fiscal Calendar start from Feb. Each Quarter in Fiscal Calendar has 3 months ex: Q1 has Feb,March,April.

But According to requirement Q1 BOP - Should average of Feb, March, April, And May. Similarly for Q2 -May,June ,July,Aug

Firstly How can i achieve rolling monthly average,Second for quarter How can i calculate differently 

BOP = 
 VAR FirstDateForPeriod = FIRSTDATE('binventory'[Idate])
 RETURN CALCULATE(SUM('binventory'[irevenue]),'bcalendar'[bdate]= FirstDateForPeriod)


For Example 
              BOP     BOP12SUM     BOP12AVG
Feb -     1000        1 000               1000
March - 2000        3000               1500
April -    3000        6000               2000
May -     4000       10000              2500

 

I have followed below link but was unsucessful to get the output

https://www.sqlbi.com/articles/rolling-12-months-average-in-dax/

 

Need Help

3 Replies

  • v-lili6-msft's avatar
    v-lili6-msft
    Icon for Community Support rankCommunity Support
    7 years ago

    hi, prasy14

    After my test, there is a simple for you to refer to

    Add a New quick measure as below:

    irevenue rolling average = 
IF(
	ISFILTERED('bcalendar'[Date]),
	ERROR("Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column."),
	VAR __LAST_DATE = ENDOFMONTH('bcalendar'[Date].[Date])
	VAR __DATE_PERIOD =
		DATESBETWEEN(
			'bcalendar'[Date].[Date],
			STARTOFMONTH(DATEADD(__LAST_DATE, -3, MONTH)),
			__LAST_DATE
		)
	RETURN
		AVERAGEX(
			CALCULATETABLE(
				SUMMARIZE(
					VALUES('bcalendar'),
					'bcalendar'[Date].[Year],
					'bcalendar'[Date].[QuarterNo],
					'bcalendar'[Date].[Quarter],
					'bcalendar'[Date].[MonthNo],
					'bcalendar'[Date].[Month]
				),
				__DATE_PERIOD
			),
			CALCULATE(SUM('binventory'[irevenue]), ALL('bcalendar'[Date].[Day]))
		)
)

    Result:

    and then if you want Fiscal year divide into three groups and reset Rolling Average for each group

    you do these as below:

    Step1:

    Add a Fiscal Quarter group column

    Fiscal group = IF(bcalendar[Month] in {2,3,4,5},"A",IF(bcalendar[Month] in {6,7,8,9},"B",IF(bcalendar[Month] in {10,11,12,1},"C")))

    Step2:

    Drag the field Fiscal group into the visual and drag the field irevenue into visual level filter and set filter is not blank

     

    Result:

    for example

    in the left picture: 2018/06=(2000+3000+4000+5000)/4=3500

    in the right picture: 2018/06=5000/1=5000

     

    here is my pbix, please try it.

    https://www.dropbox.com/s/7ysv0537uv55ofm/BOP%20Rolling%20Average%20with%20Fiscal%20Calendar.pbix?dl=0

     

    Best Regards,

    Lin

     

     

     

     

     

    • prasy14's avatar
      prasy14
      Icon for Helper I rankHelper I
      7 years ago
      Hi ,
      Thanks for detailed explanation and powerbi file as well.
      1. Can we do same rolling calculation using BOP measure which is
      Mentioned on my main post as this average needs to be calculated on BOP not
      Revenue column (1/12018 -1000,1/2/2018-3099) BOP will get -1000
      For month of January.
      2. How can we end rolling when fiscal year ends.
      3. for quarter is there a way to calculate without applying filers,
      According to present requirement user will use this data on
      Excel by utilizing anlyse the data in excel in pivot table format
      ( using all calculated datasets). Columns on excel is date hierarchy(year->quarter->month) drill down
      Thanks in advance
      • v-lili6-msft's avatar
        v-lili6-msft
        Icon for Community Support rankCommunity Support
        7 years ago

        hi, prasy14

        1.I'm a little confused about your description, for what is BOP not Revenue column (1/12018 -1000,1/2/2018-3099) BOP will get -1000 For month of January,

        could you please share some more sample data and the expected output? that will

        help us have a better understanding of the issue.

        2. We may add hierarchy column achieve it.

        3. This is a simple way, It may be hard to only write a formula to achieve it.

         

        Best Regards,

        Lin