Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Earn the coveted Fabric Analytics Engineer certification. 100% off your exam for a limited time only!

Reply
20170120
Frequent Visitor

How to calculate the moving total over a 14 day period when I have several groupings?

Hello,

 

I have a table that is currently formatted in this way:

 

CountryProductDateStore CentrePayment ProviderClientTransaction TypeTotalProject
USASKU1001/20/2017avisaab2repurchase14A
CanadaSKU1001/15/2017bmastercardab1initial15A
ItalySKU11012/5/2016avisaab4repurchase4C

 

I also have a DimDate table.

 

I would like to know how I can get the moving sum of all transactions (over 14 days) in the last column that match the day in the table. Unfortunately my attempt has not been very successful:

14 Days:=CALCULATE(sum('All Transactions'[total]),
ALL('DimDate'),
FILTER(ALL('DimDate'),'DimDate'[Date]>=MAX('DimDate'[Date])-14&&'DimDate'[Date]<=max('DimDate'[Date])
) , VALUES('All Transactions'[Country])
)

What this returns is just the last 14 days' total values (not as a running total either. Any ideas on how to address? 

 

Thanks. 

Another thing: I believe an area where this is messing is when there is no directly previous day record for a certain country/client. I.e. 

Country | Total
Canada | 32 | Jan 1

USA | 31 | Jan 1

Canada |43| Jan 2
Canada |32| Jan 3

USA |35 | Jan 3

There needs to be a special consideration for the fact that on the 2nd we had no US sales. 

4 REPLIES 4
v-qiuyu-msft
Community Support
Community Support

Hi @20170120,

 

Please check if this article meet your requirement: Use Time intelligence functions to do a running sum of the last 6 months with PowerPivot.

 

If it doesn't meet your requirement, please share sample data and screenshots about the desired results.

 

Best Regards,
Qiuyun Yu

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
ElliotP
Post Prodigy
Post Prodigy

Try;

 

 

Running Total = Calculate(Sum(Sales), DATESINPERIOD(DateTable[DateKey], TODAY(), -14, DAY).

That gives me the same results as my first formula.

Added some more information to the OP.

 

 

Helpful resources

Announcements
April AMA free

Microsoft Fabric AMA Livestream

Join us Tuesday, April 09, 9:00 – 10:00 AM PST for a live, expert-led Q&A session on all things Microsoft Fabric!

March Fabric Community Update

Fabric Community Update - March 2024

Find out what's new and trending in the Fabric Community.