How to Calculate the Sum for Previous 3 rolling months?

[Anonymous]

Hi, 

I currently have measures created to get the calculation for 3 rolling months, but I would like the last month to be the month prior and not the current month. 

3 Month Trend =

CALCULATE(SUM('Sales Data'[sales_price]), FILTER('Sales Data', 'Sales Data'[Order Date Trend] = 'Sales Data'[Invoice Date Trend]),

DATESINPERIOD('Date Dimension'[FullDateAlternateKey], [Today], -3, MONTH))

[Anonymous]

Hi @Anonymous ,

Thanks for the reply from @bevicor , please allow me to provide another insight:

You can try the following expression.

3 Month Trend =
VAR _pre =
    IF (
        MONTH ( [Today] ) = 12,
        DATE ( YEAR ( [Today] ) - 1, 12, DAY ( [Today] ) ),
        DATE ( YEAR ( [Today] ), MONTH ( [Today] ) - 1, DAY ( [Today] ) )
    )
RETURN
    CALCULATE (
        SUM ( 'Sales Data'[sales_price] ),
        FILTER (
            'Sales Data',
            'Sales Data'[Order Date Trend] = 'Sales Data'[Invoice Date Trend]
        ),
        DATESINPERIOD ( 'Date Dimension'[FullDateAlternateKey], _pre, -3, MONTH )
    )

If your Current Period does not refer to this, please clarify in a follow-up reply.

Best Regards,

Clara Gong

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[bevicor · Accepted solution]

Try:

3 Month Trend =

CALCULATE(SUM('Sales Data'[sales_price]), FILTER('Sales Data', 'Sales Data'[Order Date Trend] = 'Sales Data'[Invoice Date Trend]),

DATESINPERIOD('Date Dimension'[FullDateAlternateKey], EOMONTH([Today],-1), -3, MONTH))