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powerbi_Mandal
Frequent Visitor

How to sum all down payments next 12 rolling months

Hi,

 

i'm stuck trying to calculate what will be repaid the next 12 months inside this table... I'm tired of google, and google is tired of me.

I ended up trying to calculate the debt balance 12 months ahead as I thought I could use this to subtract current balance, but I seem to be completely lost 😞

I have a table keeping the loan balance by each facility by the 1. of each month. I need to sum all instalments for the upcoming 12 months.... 

Any help on how to solve the original issue with sum the instalments in a range of date would be appreciated...


Thanks!

Here's is what i ende up with, it is not working...

 

powerbi_Mandal_0-1691501231714.png

 




6 REPLIES 6
eliasayyy
Memorable Member
Memorable Member

calculate([measure], [month] <= max([month]) + 12)

Thanks, I have tried something similar, like this... 

It seems to not care abot my date dimension?

powerbi_Mandal_0-1691504086853.png

 

do you have date filters?

Yes I have a filter telling minimum date, its a table that is not linked to the fact table. Is this maybe interrupting?

if there is no relatiosnhip and just telling the minimum date then there should be an issue can you share a sample dataset please 

i'm not sure how to upload a sample of my data? And I'm not sure that I can recreated the issues that I have summarising a 12month forward rolling repayment schedule, I assume this is quite basic, but I have tried every solution I can find on google to create a date range for summarising....

I will probably have to look into the date selection to see if that somehow block some part of the formulas.. 

Thanks for you help anyway.

I start to miss Qlik 😞

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