DAX for Rolling Sales for Current 12 Month & Previous 12 Month

[jay_patel]

Hello All,

I have used dax to get sales for current 12 months:- 

Rolling sales  current 12 month =

CALCULATE([sales],DATESINPERIOD('Date'[Invoice date],MAX('Date'[Invoice date]),-11,MONTH))

and this is getting sales from Sept 2021 to Aug 2022.

to get rolling sales for previous 12 months:-

Rolling Sales for previous 12 months =

var x = CALCULATE([sales]),DATESINPERIOD('Date'[Invoice date],MAX('Date'[Invoice date]),-11,MONTH))

var pre = CALCULATE([sales],DATESINPERIOD('Date'[Invoice date],MAX('Date'[Invoice date]),-23,MONTH))

var final = pre - x

returnfinal

and this is getting sales from Sept 2020 to Aug 2021.

which is working fine for those customers who's having sales for both i.e., Current 12 months & previous 12 months.

But for those customer who don't have any sales in these current 12 month's the dax is giving sales of previous 12 month's instead of zero.

I think it is just calculating sales for any 12 month's in which the sales is done.

Please correct the dax if it is wrong.

Thanks in advance

[Ashish_Mathur · Accepted solution]

Hi,

You should create a Calendar Table with a relationship (Many to One and Single) from the Invoice Date column to the Date column of the Calendar Table.  In the Calendar Table, write calculated column formulas for Year, Month Name and Month number.  Sort the Month name column by the Month number column.  Create slicers for Year and Month name and select 2022 and August.  Write these measures:

Rolling sales  current 12 month =
CALCULATE([sales],datesbetween('Calendar'[Date],edate(min(calendar[Date]),-11),max(calendar[Date])))

Rolling Sales for previous 12 months = calculate([sales],datesbetween(Calendar'[Date],edate(min(Calendar[Date]),-23),edate(max(calendar[Date]),-12)))

[lbendlin]

DATESINPERIOD may not be the best option here.  Easier to use either DATEADD or SAMEPERIODLASTYEAR (the latter twice)