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I have a table that has revenue, month-end date and expected revenue date. I am looking to calculate the total revenue based on Expected revenue date. So, If my slicer is 12/31/2022, I want expected revenue and store count for 30,60 and 90 days out.
My table has an active relationship between ME date and my date calendar, and an inactive relationship between expected revenue date and date calendar.
The file is evergrowing, meaning, I will have a pipeline report that ends on 10/31/2022, 11/30/2022 and 12/31/2022, that is uploaded as 1 table.
Here is what I am using currently:
@atowriss1 , BAsed on what I got , you can have measure like
Rolling 30 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-30,DAY))
Rolling 60 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-60,DAY))
Rolling 90 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-90,DAY))
Rolling Days Formula: https://youtu.be/cJVj5nhkKBw
You can also consider window function
Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc
@atowriss1 , BAsed on what I got , you can have measure like
Rolling 30 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-30,DAY))
Rolling 60 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-60,DAY))
Rolling 90 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-90,DAY))
Rolling Days Formula: https://youtu.be/cJVj5nhkKBw
You can also consider window function
Power BI Window function Rolling, Cumulative/Running Total, WTD, MTD, QTD, YTD, FYTD: https://youtu.be/nxc_IWl-tTc