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PowerBIbeginner's avatar
PowerBIbeginner
Regular Visitor
9 years ago
Solved

DAX Help Needed - Trailing 12 Month Total

 

 Hi everyone,

 

I am new to PowerBI and can really use your help with DAX funcitons. As you can see from the mockup table above, I need to create a measure called retention rate. The way it works is to sum up the past 12 month cancels, say we are looking at November 2016 retention rate, it is calculated by deviding the sum of cancels from 2016-11 to 2015-12, by the beginning balance as of December 2015, and plus 100%. In excel I can easily achieve that through SUMIFS. Will you please help?

 

Thank you in advance,

PowerBI Beginner

 

Need Help
  • v-qiuyu-msft's avatar
    v-qiuyu-msft
    9 years ago

    Hi PowerBIbeginner,

     

    In your scenario, you can create a Date column firstly:

     

    Date = DATE('Table1'[Year],'Table1'[Month],"1")

     

    Then create a column:

     

    RetentionRate =
    VAR last12Beg = LOOKUPVALUE(Table1[Beg Bal],Table1[Date],DATE(YEAR([Date]),MONTH([Date])-11,1) )
    Return
    IF(last12Beg=BLANK(),BLANK(),
    DIVIDE(SUMX(FILTER('Table1','Table1'[Date]>=DATE(YEAR(EARLIER([Date])),MONTH(EARLIER([Date]))-11,1) && 'Table1'[Date]<=EARLIER([Date])),[Cancels]) +last12Beg,last12Beg))

     

     

    Best Regards,
    Qiuyun Yu

2 Replies

  • v-qiuyu-msft's avatar
    v-qiuyu-msft
    Community Support
    9 years ago

    Hi PowerBIbeginner,

     

    In your scenario, you can create a Date column firstly:

     

    Date = DATE('Table1'[Year],'Table1'[Month],"1")

     

    Then create a column:

     

    RetentionRate =
    VAR last12Beg = LOOKUPVALUE(Table1[Beg Bal],Table1[Date],DATE(YEAR([Date]),MONTH([Date])-11,1) )
    Return
    IF(last12Beg=BLANK(),BLANK(),
    DIVIDE(SUMX(FILTER('Table1','Table1'[Date]>=DATE(YEAR(EARLIER([Date])),MONTH(EARLIER([Date]))-11,1) && 'Table1'[Date]<=EARLIER([Date])),[Cancels]) +last12Beg,last12Beg))

     

     

    Best Regards,
    Qiuyun Yu